Alex Agundis is a registered investment advisor at Ipg Investment Advisors, LLC, based in Miami, FL, with 19 years of industry experience. Alex 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
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
Location
80 SW 8th Street, Suite 2660, Miami, FL, 33130
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Alex is an Investment Adviser Representative with Intercam Advisors, Inc. since 2016. This affiliated, investment-related business takes about a quarter of Alex's time.
Employment History
Current Registrations
Investment Placement Group
Ipg Investment Advisors, LLC
Investment Placement GroupBroker
Previous Registrations
Intercam Advisors, INC.
Intercam Securities, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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
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