Gustavo Ibanez
Gustavo Ibanez is a registered investment advisor at VALIC Financial Advisors, INC., based in Miami, FL, with 5 years of industry experience. Gustavo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
5201 Waterford District Drive, 8th Floor, Miami, FL, 33126
Get directionsHistory
Regulatory History (1)
Criminal
October 1999Other Business ActivitiesSells Insurance
Gustavo is an agent selling non-securities insurance products for AGIA, dedicating a few hours per week. He also serves as a trustee for two family trust real estate holdings and a manager for a security camera consulting business, spending minimal time on these activities.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 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.