GA
GA

Gerardo Aguirre

5 Years of Experience
Broker

Gerardo Aguirre is a registered investment advisor at Ipg Investment Advisors, LLC, based in Caohula, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,154 clients with $3.8B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,154 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$300K
Investment management only (planning not offered)

IPG Investment Advisors' fees for managing your investments are negotiated and typically range from 0.60% to 1.50% annually, depending on the size of your account and the complexity of the services. Some qualified investors may also pay a performance fee of up to 20% annually. Fees are charged monthly or quarterly, based on the value of your account. Execution charges for advisory accounts at Pershing executed through our affiliate broker-dealer generally range from $30.00 to $60.00 per transaction.

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Location

Venustiano Carranza 2931, La Salle, Saltillo, Caohula, 25240

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gerardo is an investment advisor representative at IPG Investment Advisors, dedicating about half his time to this role. He is also a partner in Aro Capital Group, a company providing advisory and credit services in Mexico, dedicating minimal time to this activity.

Employment History
Current Registrations
Ipg Investment Advisors, LLC
January 2023 - Present · 3 yrs 3 mos
Investment Placement GroupBroker
September 2020 - Present · 5 yrs 7 mos
Investment Placement Group
September 2020 - Present · 5 yrs 7 mos
Previous Registrations
Ipg Investment Advisors, LLC
January 2021 - December 2022 · 1 yr 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.