Santiago Arbelaez
Santiago Arbelaez is a registered investment advisor at Pvg Asset Management CORP, based in Miami, FL, with 11 years of industry experience. Santiago operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 240 clients with $620M 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 | 2.00% |
PVG typically charges a base management fee of 2%, which is frequently negotiated lower depending on client circumstances, account size, and source, such as sub-advisory relationships.
Fee Estimator
Location
Miami, FL
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Regulatory History (1)
Customer Dispute
August 2014Other Business Activities
Santiago is a partner in a property management company and a credit advisory/business consulting firm. He also owns real estate investment properties and works in business development for private equity funding at CIM Securities.
Employment History
Current Registrations
Pvg Asset Management CORP
Previous Registrations
Cim Securities, LLCBroker
Mellig Group, LLC
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Espirito Santo Investment Advisors, INC.
E.S. Financial Services, INC.Broker
Safra Securities LLCBroker
State Registrations1 state
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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