AG
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Adolfo Gonzalezrubio

32 Years of Experience
2 DisclosuresBroker

Adolfo Gonzalezrubio is a registered investment advisor at Ipg Investment Advisors, LLC, based in San Diego, CA, with 32 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

501 West Broadway, Suite 1350, San Diego, CA, 92101

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2011
Final
Customer Dispute
October 2002
Settled
Other Business Activities

Adolfo is a managing member of IPG Investment Advisors, LLC and a portfolio manager to various private pooled investment entities, dedicating about 20 hours a week to each. He also holds various positions related to real estate investment and management, and is a shareholder in a Mexican advisor, dedicating minimal time to each.

Employment History
Current Registrations
Ipg Investment Advisors, LLC
January 2023 - Present · 3 yrs 3 mos
Investment Placement GroupBroker
November 1993 - Present · 32 yrs 5 mos
Previous Registrations
Ipg Investment Advisors, LLC
July 2010 - December 2022 · 12 yrs 5 mos
State Registrations2 states
CANY
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.