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Alberto Benrey

Ipg Investment Advisors, LLC
25 Years of Experience
San Diego, CA
Broker
View SEC Summary
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Alberto Benrey is a registered investment advisor at Ipg Investment Advisors, LLC, based in San Diego, CA, with 25 years of industry experience. Alberto 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

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

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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

Alberto is a shareholder of Investment Placement Trading and an Investment Advisor Representative (IAR) for IPG Investment Advisors, LLC, dedicating about half his time to this business. He is also an officer of ARB Global Investments LLC and a shareholder in S.C. Asesores en Inversiones Independientes S.A. de C.V., and a member of Vistage Worldwide.

Employment History
Current Registrations
Ipg Investment Advisors, LLC
October 2010 - Present · 16 yrs
Investment Placement GroupBroker
February 2001 - Present · 25 yrs 8 mos
Previous Registrations
Ipg Investment Advisors, LLC
July 2010 - December 2022 · 12 yrs 5 mos
Ipg Investment Advisors, LLC
May 2010 - May 2010 · 0 mos
State Registrations4 states
CACOFLTX
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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