Santiago Arbelaez is a registered investment advisor at Pvg Asset Management CORP, based in Miami, FL, with 10 years of industry experience. Santiago operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,983 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PVG Asset Management typically charges a base management fee of 2%, but this is frequently negotiated lower based on client circumstances, account size, and source. Fees are generally billed quarterly in advance, either directly to the client's account or to the client, depending on instructions. PVG may also bill in arrears for some platforms or direct accounts. Besides management fees, clients may incur charges from their selected broker/custodian, such as custodial fees, trading commissions, and internal fund charges.
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.