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Eduardo Alaman

Ipg Investment Advisors, LLC
27 Years of Experience
Mexico Df
4 DisclosuresBrokerSells Insurance
View SEC Summary
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Eduardo Alaman is a registered investment advisor at Ipg Investment Advisors, LLC, based in Mexico Df, with 27 years of industry experience. Eduardo 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.

Ipg Investment Advisors, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,282 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Mexico Df

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History

Regulatory History (4)
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.
Employment Separation After Allegations
February 2014
Customer Dispute
January 2014
Settled
Customer Dispute
September 2013
Settled
Customer Dispute
November 2007
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Eduardo is an Investment Advisor Representative (IAR) at IPG Investment Advisors, dedicating about half his time to this role. He is also a passive real estate investor, a licensed insurance agent dedicating minimal time to insurance, and refers clients to a Mexican investment advisor, dedicating a few hours per week.

Employment History
Current Registrations
Ipg Investment Advisors, LLC
January 2023 - Present · 3 yrs 9 mos
Investment Placement Group
March 2017 - Present · 9 yrs 7 mos
Investment Placement GroupBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Ipg Investment Advisors, LLC
May 2018 - December 2022 · 4 yrs 7 mos
Crosswell Advisors, LLC
July 2014 - October 2018 · 4 yrs 3 mos
Global Investor Services, L.C.Broker
May 2014 - February 2017 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2000 - March 2014 · 14 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2000 - March 2014 · 14 yrs
Gamma Capital Securities, INCBroker
November 1998 - February 2000 · 1 yr 3 mos
State Registrations5 states
CAGANJNYTX
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.
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