Diego Caceres is a registered investment advisor at Citigroup Global Markets INC., based in Miami, FL, with 10 years of industry experience. Diego operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.
Location
CPWM, 201 S. Biscayne Blvd, 5th Fl/Ste 530 & 6th Fl/Ste 600, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Diego is a trust rights participant in Accion Fiduciaria 85 Square, a business building intended to operate a Marriott Hotel in Bogota, Colombia, since 2017. He is also a passive investor in Iota Impact, a retail market research platform, and a partner in Cool Group Investments LLC, a real estate investment company, dedicating minimal time to the latter.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Citi International Financial Services LLCBroker
State Registrations10 states
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