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Hugo Real

8 Years of Experience
New York, NY
2 DisclosuresBroker

Hugo Real is a registered investment advisor at Citigroup Global Markets INC., based in New York, NY, with 8 years of industry experience. Hugo 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2418 advisors
Number of Clients
56,938 clients
Average Client Portfolio
$823K average
Assets Under Management
$46.9B

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.

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Location

Citi Wealth Management, Sales, 153 E. 53rd St, New York, NY, 10022

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
May 2014
Criminal
October 1996
Final Disposition
Employment History
Current Registrations
Citigroup Global Markets INC.
August 2020 - Present · 5 yrs 9 mos
Citigroup Global Markets INC.Broker
August 2017 - Present · 8 yrs 9 mos
Citigroup Global Markets INC.
August 2017 - Present · 8 yrs 9 mos
State Registrations26 states
CACOCTDCDEFLGAILKSMDMEMNMONCNJNMNVNYOHPAPRTNTXUTVAVT
AdvisorBrokerBoth

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
No exam information available for this advisor.