Adrian Gonzalez
Adrian Gonzalez is a registered investment advisor at Ipg Investment Advisors, LLC, based in San Diego, CA, with 9 years of industry experience. Adrian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 1,282 clients with $4.1B 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 | 1.50% |
Advisory fees generally range from 0.60% to 1.50% annually, depending on account size and complexity. Fees are negotiable for large accounts or family accounts.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
Adrian works as an Investment Advisor Representative (IAR) for IPG Investment Advisors, LLC, dedicating about half of his time to this business.
Employment History
Current Registrations
Ipg Investment Advisors, LLC
Investment Placement GroupBroker
Previous Registrations
Ipg Investment Advisors, LLC
Beta Capital Securities LLCBroker
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.
Exams
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