Juan Garza is a registered investment advisor at Ipg Investment Advisors, LLC, based in San Diego, CA, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,154 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IPG Investment Advisors' fees for managing your investments are negotiated and typically range from 0.60% to 1.50% annually, depending on the size of your account and the complexity of the services. Some qualified investors may also pay a performance fee of up to 20% annually. Fees are charged monthly or quarterly, based on the value of your account. Execution charges for advisory accounts at Pershing executed through our affiliate broker-dealer generally range from $30.00 to $60.00 per transaction.
Location
501 West Broadway, Suite 1350, San Diego, CA, 92101
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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.
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Juan works as an Investment Advisor Representative (IAR) at IPG Investment Advisors, LLC, dedicating about half their time to this role.
Employment History
Current Registrations
Ipg Investment Advisors, LLC
Investment Placement GroupBroker
Previous Registrations
Ipg Investment Advisors, LLC
Futura Asset Advisors LLC
Insight Securities, INC.
Insight Securities, INC.Broker
UBS International INC.Broker
State Registrations2 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.