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Carlos Martinez

Ipg Investment Advisors, LLC
26 Years of Experience
Miami, FL
Broker
View SEC Summary
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Carlos Martinez is a registered investment advisor at Ipg Investment Advisors, LLC, based in Miami, FL, with 26 years of industry experience. Carlos 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

1111 Brickell Ave, Suite 2720, Miami, FL, 33131

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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

Carlos works as an Investment Advisor Representative (IAR) for IPG Investment Advisors, LLC, dedicating about half of his time to this role.

Employment History
Current Registrations
Ipg Investment Advisors, LLC
October 2016 - Present · 10 yrs
Investment Placement GroupBroker
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
Ipg Investment Advisors, LLC
September 2016 - December 2022 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2004 - September 2016 · 12 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2000 - September 2016 · 16 yrs 6 mos
State Registrations7 states
AZCACOCTFLGATX
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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