Adolfo Gonzalezrubio
Adolfo Gonzalezrubio is a registered investment advisor at Ipg Investment Advisors, LLC, based in San Diego, CA, with 32 years of industry experience. Adolfo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 1,282 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees generally range from 0.60% to 1.50% annually, depending on account size and complexity. Fees are negotiable for large accounts or family accounts.
Fee Estimator
Location
501 West Broadway, Suite 1350, San Diego, CA, 92101
Get directionsHistory
Regulatory History (2)
Regulatory
December 2011Customer Dispute
October 2002Other 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
Investment Placement GroupBroker
Previous Registrations
Ipg Investment Advisors, LLC
State Registrations2 states
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
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