IPG Investment Advisors offers personalized discretionary and non-discretionary investment management services, family office services, and sub-advisory services to individuals, families, and institutional clients. IPG Investment Advisors constructs tailored portfolios utilizing various investment strategies, including global fixed income, alternative investments, equity trading, and diversified asset allocation models. The registered investment advisor manages client accounts on a fee-for-service basis, charging a percentage of assets under management, and may also offer performance-based fees to qualified clients. In addition to investment management, IPG Investment Advisors provides family office services such as concierge services, property management coordination, and professional service introductions. The firm manages its business with a network of affiliated entities, including an affiliated broker-dealer and various private investment funds.
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.