Santiago Gomez is a CFA-designated registered investment advisor at Ikalon Advisors LLC, based in Bogota. Santiago operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 1.05% |
| $20.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.65% |
| $100.0M - $150.0M | 0.50% |
| $150.0M - $200.0M | 0.45% |
| $200.0M - $250.0M | 0.40% |
| $250M+ | 0.30% |
Actual rates remain negotiable depending on portfolio complexity and service scope. Fixed minimum annual fees may apply to mandates below $50 million requiring consolidated reporting or direct investment monitoring.
Fee Estimator
Location
Carrrera 11 #79-52 Of. 1001, Bogota, 00000
Get directionsHistory
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 →Employment History
Current Registrations
Ikalon Advisors LLC
State Registrations1 state
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
More Advisors
- Nicolas Escribano, CFAIkalon Advisors LLC