Laura Viveros
Laura Viveros is a registered investment advisor at Citigroup Global Markets INC., based in North Miami Beach, FL, with 20 years of industry experience. Laura 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
North Miami Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laura owns multiple rental properties in Miami, FL, and is the co-founder of Soles for Change LLC, a shoe business, dedicating about 10-20% of her time outside of trading hours. She is also the legal representative for VR Inmobiliaria SAS, a holding company in Colombia created to hold family real estate assets.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citi Private Alternatives, LLCBroker
Citi Private Alternatives, LLC
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Previous Registrations
Hsbc Securities (USA) INC.Broker
Ultralat Capital Markets, INC.Broker
Global Strategic Investments, LLCBroker
State Registrations53 states
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