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Alfonso Aldrete

Ipg Investment Advisors, LLC
23 Years of Experience
San Diego, CA
Broker
View SEC Summary
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Alfonso Aldrete is a registered investment advisor at Ipg Investment Advisors, LLC, based in San Diego, CA, with 23 years of industry experience. Alfonso 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 West 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

Alfonso is an Investment Advisor Representative (IAR) and devotes about half his time to IPG Investment Advisors, LLC. He also holds shares in several companies, including investment-related entities and a gift card company, and is involved in real estate investments.

Employment History
Current Registrations
Ipg Investment Advisors, LLC
January 2023 - Present · 3 yrs 9 mos
Investment Placement GroupBroker
November 2002 - Present · 23 yrs 11 mos
Previous Registrations
Ipg Investment Advisors, LLC
July 2010 - December 2022 · 12 yrs 5 mos
State Registrations2 states
CAPA
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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