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Gerardo Aguirre

Ipg Investment Advisors, LLC
6 Years of Experience
Caohula
Broker
View SEC Summary
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Gerardo Aguirre is a registered investment advisor at Ipg Investment Advisors, LLC, based in Caohula, with 6 years of industry experience. Gerardo 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.

Ipg Investment Advisors, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,282 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Venustiano Carranza 2931, La Salle, Saltillo, Caohula, 25240

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Gerardo is an investment advisor representative at IPG Investment Advisors, dedicating about half his time to this role. He is also a partner in Aro Capital Group, a company providing advisory and credit services in Mexico, dedicating minimal time to this activity.

Employment History
Current Registrations
Ipg Investment Advisors, LLC
January 2023 - Present · 3 yrs 9 mos
Investment Placement Group
September 2020 - Present · 6 yrs 1 mo
Investment Placement GroupBroker
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
Ipg Investment Advisors, LLC
January 2021 - December 2022 · 1 yr 11 mos
State Registrations1 state
CA
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.
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