Jairo Cipolla is a registered investment advisor at Guggenheim Investment Advisors, LLC, based in Miami, FL, with 16 years of industry experience. Jairo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 25 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Guggenheim Investment Advisors charges management and advisory fees that are calculated monthly and billed quarterly in arrears. Fees are based on the average capital base or notional amount of specified transactions, as outlined in the client's advisory agreement. Specific percentage fee rates are negotiated directly with clients.
Location
Miami, FL
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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 →Employment History
Current Registrations
Guggenheim Investment Advisors, LLC
Previous Registrations
Alvarium Investment Advisors (US), INC.
State Registrations1 state
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