Rocio Harb is a registered investment advisor at Ipg Investment Advisors, LLC, based in Miami, FL, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,154 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Miami, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rocio is a branch manager and investment advisor representative (IAR) of IPG Investment Advisors, LLC. She dedicates about half her time to this business, working roughly 20 hours a week.
Employment History
Current Registrations
Ipg Investment Advisors, LLC
Investment Placement GroupBroker
Previous Registrations
Ipg Investment Advisors, LLC
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
Dominick & Dominick LLCBroker
First Security Investments, INC.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
State Registrations14 states
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