EA
EA

Eliseo Arce

23 Years of Experience
Miami, FL
Broker

Eliseo Arce is a registered investment advisor at Citigroup Global Markets INC., based in Miami, FL, with 23 years of industry experience. Eliseo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2418 advisors
Number of Clients
56,938 clients
Average Client Portfolio
$823K average
Assets Under Management
$46.9B

Fee Structure

CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.

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Location

Citi Private Bank, 201 S. BISCAYNE BLVD., 33rd FLOOR, 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

Eliseo is a co-owner and co-landlord of a rental property in Mexico City since 2008. This investment-related activity requires minimal time and does not occur during securities trading hours.

Employment History
Current Registrations
Citigroup Global Markets INC.
July 2022 - Present · 3 yrs 10 mos
Citi Private Alternatives, LLC
May 2022 - Present · 4 yrs
Citi Private Alternatives, LLCBroker
May 2022 - Present · 4 yrs
Citigroup Global Markets INC.
May 2002 - Present · 24 yrs
Citigroup Global Markets INC.Broker
May 2002 - Present · 24 yrs
State Registrations52 states
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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.
Eliseo Arce - Financial Advisor | TrueAdvisor