Vectorglobal Iag, Inc. logo

Vectorglobal Iag, Inc.

Updated today

Client assets under management

$1,073,989,401

Clients

1,203

37% high-net-worth

Advisors

35

of 35 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

34

Very Low

Average account size

$892,759

About

VectorGlobal IAG, Inc. provides investment advisory and portfolio management services to individuals (including high-net-worth clients) and a range of institutional and trust clients, offering discretionary and non‑discretionary management, model portfolios, and separately managed account solutions. The firm operates with a multi-advisor team and manages roughly $1.63 billion on behalf of about 1,200 clients.

Its investment process is client‑driven and suitability‑based, using fundamental analysis and a mix of long‑ and short‑term strategies; the firm may employ margin, options, and short‑selling where appropriate and monitors and rebalances portfolios on an ongoing basis. VectorGlobal uses asset‑class specific benchmarks (global aggregate and high‑yield fixed income indices and the S&P 500 for equities) and, in some client arrangements, assesses performance‑based compensation under defined conditions.

Noteworthy differences from many peers include a significant non‑U.S. client base and ownership links to Latin American financial firms, along with an affiliated broker‑dealer through which many advisers are dually registered and some personnel dedicate substantial time to broker‑dealer activities; the firm states it mitigates related conflicts through wrap arrangements and supervisory controls. The brochure also notes that VectorGlobal does not emphasize standalone financial planning services or fixed‑fee offerings and that proxy‑voting responsibility remains with clients.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

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Fee options

Percentage

$500,001 - $750,000: 2.50% $750,001 - $1,000,000: 2.25% $1,000,001+: 2.00% $100,000 - $250,000: 1.75% (Fixed Income, Conservative) $100,000 - $250,000: 2.00% (Moderate) $100,000 - $250,000: 2.50% (Aggressive, Aggressive Plus, Equities) $250,001 - $750,000: 1.50% (Fixed Income, Conservative) $250,001 - $750,000: 1.75% (Moderate) $250,001 - $750,000: 2.25% (Aggressive, Aggressive Plus, Equities) $750,001 - $1,000,000: 1.25% (Fixed Income, Conservative) $750,001 - $1,000,000: 1.50% (Moderate) $750,001 - $1,000,000: 1.50% (Aggressive) $750,001 - $1,000,000: 1.75% (Aggressive Plus, Equities) $1,000,001+: 1.00% (Fixed Income, Conservative) $1,000,001+: 1.25% (Moderate) $1,000,001+: 1.50% (Aggressive, Aggressive Plus, Equities) $1,000,001 - $5,000,000: 0.50% (External Accounts Reporting Fee) $5,000,001 - $10,000,000: 0.45% (External Accounts Reporting Fee) $10,000,001 - $20,000,000: 0.40% (External Accounts Reporting Fee) $20,000,001+: 0.35% (External Accounts Reporting Fee)

Performance-based

15% to 25% of positive quarterly excess return over benchmark; charged only if client net worth > $2,200,000 or advisor manages > $1,100,000 of client assets, and percentage agreed in the Investment Advisory Agreement.

Other

Account minimum: $100,000

Main office location

Vectorglobal Iag, Inc.

1001 Brickell Bay Drive, Suite 1900

Miami FL 33131, United States

Number of offices

3

Most active in

California · Florida · Illinois · North Carolina · Texas · Virgin Islands

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Maximiliano C

Series 66

Miami, FL

Vectorglobal Iag, Inc.

Maximiliano Contador is a Series 66-licensed financial advisor with Vectorglobal IAG, Inc., based in Miami, FL. He has 17 years of industry experience and has been with VectorGlobal WMG since 2012. Contador is also authorized to work as a financial advisor for VectorGlobal WMG Chile Asesores Financieros SPA, an affiliate of VectorGlobal WMG, Inc. Vectorglobal IAG, Inc. provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and trust clients. The firm employs a client-driven and suitability-based investment approach, using fundamental analysis with both long- and short-term strategies, and manages approximately $1.63 billion across about 1,200 clients.

Active portfolio management Options & derivatives strategies
user avatar

Jose R

Series 65

Miami, FL

Vectorglobal Iag, Inc.

Jose Roca Dammert is a financial advisor at VectorGlobal IAG, Inc. in Miami, FL, holding a Series 65 designation with six years of industry experience. He has been with VectorGlobal WMG since 2019 and previously worked as an independent advisor. VectorGlobal IAG, Inc. provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and trust clients. The firm employs a client-driven, suitability-based investment approach utilizing fundamental analysis and a mix of long- and short-term strategies.

Active portfolio management Options & derivatives strategies
user avatar

Eduardo A

Series 66

Miami, FL

Vectorglobal Iag, Inc.

Eduardo Arriaga is a financial advisor at VectorGlobal IAG, Inc. based in Miami, FL, holding a Series 66 designation with eight years of industry experience. He has worked at VectorGlobal since 2017 and previously spent four years at Engel & Voelkers. Outside of his advisory role, he is also involved in real estate services as a part-time Realtor. VectorGlobal IAG, Inc. offers investment advisory and portfolio management services to individual, institutional, and trust clients with a multi-advisor team managing approximately $1.63 billion. The firm employs a client-driven, suitability-based investment approach using fundamental analysis and a mix of long- and short-term strategies.

Active portfolio management Options & derivatives strategies
user avatar

Mauricio L

Series 66

Miami, FL

Vectorglobal Iag, Inc.

Mauricio Leyva is a financial advisor with Vectorglobal IAG, Inc. in Miami, FL, holding a Series 66 designation and five years of industry experience. He previously worked at Banco de Bogotá Panama for ten years before joining VectorGlobal WMG and later Vectorglobal IAG. Outside of his advisory role, Leyva is involved in a family patrimonial society, Grupo Tunisia SAS, where he assists with administrative tasks. Vectorglobal IAG, Inc. provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and trust clients. The firm employs a client-driven, suitability-based investment approach using fundamental analysis and a range of strategies, managing approximately $1.63 billion across about 1,200 clients.

Active portfolio management Options & derivatives strategies
user avatar

Juan Carlos S

Series 66

Miami, FL

Vectorglobal Iag, Inc.

Juan Carlos Sanchez Costes is a financial advisor at VectorGlobal IAG, Inc. based in Miami, FL, with four years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Banamex/Citibank. VectorGlobal IAG, Inc. provides investment advisory and portfolio management services to individual, institutional, and trust clients through a multi-advisor team managing approximately $1.63 billion. The firm employs a client-driven, suitability-based investment process utilizing fundamental analysis and a combination of long- and short-term strategies.

Active portfolio management Options & derivatives strategies
user avatar

Cristina T

Series 65

Miami, FL

Vectorglobal Iag, Inc.

Cristina Torres Dager is a financial advisor with Vectorglobal IAG, Inc. in Miami, FL. She holds a Series 65 designation and has two years of industry experience. Prior to joining Vector Global WMG in 2021, her work history includes positions at Banco ITAU Panama and Occidental Bank Barbados. Vectorglobal IAG, Inc. provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and trust clients. The firm uses a client-driven, suitability-based investment process that incorporates fundamental analysis and a combination of long- and short-term strategies.

Active portfolio management Options & derivatives strategies
user avatar

Melvin S

Series 66

Miami, FL

Vectorglobal Iag, Inc.

Melvin Saballos is a financial advisor at VectorGlobal IAG, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including Insight Securities, Insigneo Advisory Services, and Northeast Securities. Outside of his advisory role, he rents vehicles through the Turo app. VectorGlobal IAG, Inc. provides investment advisory and portfolio management services to individuals, institutional, and trust clients. The firm uses a client-driven, suitability-based investment process incorporating fundamental analysis and various strategies, managing approximately $1.63 billion for around 1,200 clients.

Active portfolio management Options & derivatives strategies
user avatar

Juan Manuel F

Series 66

Chula Vista, CA

Vectorglobal Iag, Inc.

Juan Manuel Fernandez is a financial advisor at VectorGlobal IAG, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked at VectorGlobal WMG since 2021. His prior experience includes roles at Wells Fargo Clearing, Bank of America, and Merrill. VectorGlobal IAG, Inc. provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and trust clients. The firm employs a client-driven, suitability-based investment process utilizing fundamental analysis and a mix of long- and short-term strategies.

Active portfolio management Options & derivatives strategies
user avatar

Lorenzo G

Series 63, Series 65, Series 66

Miami, FL

Vectorglobal Iag, Inc.

Lorenzo Guzman is a financial advisor with Vectorglobal IAG, Inc., holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has worked at VectorMex Incorporated since 2007. Outside of advisory roles, Guzman is involved as an insurance agent and participates in real estate sales and leasing of aircraft and automobiles through other business ventures. Vectorglobal IAG, Inc. provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and trust clients. The firm employs a client-driven, suitability-based investment process using fundamental analysis and a mix of long- and short-term strategies.

Active portfolio management Options & derivatives strategies
user avatar

Antonio F

Series 63, Series 66

Houston, TX

Vectorglobal Iag, Inc.

Antonio Fernandez Gutierrez is a financial advisor with Vectorglobal IAG, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at VectorGlobal WMG since 2016 and previously spent six years at Actinver Wealth Management and Actinver Securities. Vectorglobal IAG, Inc. provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and trust clients. The firm employs a client-driven, suitability-based investment approach using fundamental analysis and a combination of long- and short-term strategies, managing approximately $1.63 billion for around 1,200 clients through a multi-advisor team.

Active portfolio management Options & derivatives strategies
user avatar

Santiago P

Series 65

Miami, FL

Vectorglobal Iag, Inc.

Santiago Pena is a Series 65 licensed financial advisor with seven years of industry experience. He has worked at VectorGlobalWMG since 2018 and previously spent five years at IPG Securities. Outside of financial advising, he is the owner and legal representative of Smartketing 360 SA, a marketing services startup based in Panama. Vectorglobal IAG, Inc. provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and trust clients. The firm employs a client-driven, suitability-based investment approach using fundamental analysis and a mix of long- and short-term strategies, managing approximately $1.63 billion across a multi-advisor team.

Active portfolio management Options & derivatives strategies
user avatar

Ammar A

Series 63

Miami, FL

Vectorglobal Iag, Inc.

Ammar Abu Lughod is a financial advisor at VectorGlobal IAG, Inc. with 31 years of industry experience. He holds a Series 63 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. VectorGlobal IAG, Inc. provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and trust clients. The firm employs a client-driven, suitability-based investment approach and uses fundamental analysis combined with a mix of long- and short-term strategies.

Active portfolio management Options & derivatives strategies
user avatar

Eduardo V

Series 66

Miami, FL

Vectorglobal Iag, Inc.

Eduardo Vale is a financial advisor at VectorGlobal IAG, Inc. in Miami, FL, holding a Series 66 designation with 18 years of industry experience. He has been with VectorGlobal WMG Inc. since 2009. VectorGlobal IAG, Inc. provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and trust clients. The firm employs a client-driven, suitability-based investment approach incorporating fundamental analysis and a mix of long- and short-term strategies, managing approximately $1.63 billion across about 1,200 clients.

Active portfolio management Options & derivatives strategies
user avatar

Andre D

Series 65

Miami, FL

Vectorglobal Iag, Inc.

Andre Da Silva Reid is a financial advisor at VectorGlobal IAG, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked at VectorGlobal WMG since 2023, following a decade at Progress Advisors. VectorGlobal IAG, Inc. provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and trust clients. The firm employs a client-driven, suitability-based investment process using fundamental analysis and a mix of long- and short-term strategies.

Active portfolio management Options & derivatives strategies
user avatar

Carlos M

Series 66

Miami, FL

Vectorglobal Iag, Inc.

Carlos Morales is a Series 66 licensed advisor with 18 years of industry experience. He has been with VectorGlobal IAG, Inc. since 2017 and previously worked at UBS Financial Services Inc from 2014 to 2017. Outside of his advisory role, Morales holds a 51% investment interest in Ferrenova Grupo Industrial Sa de Cv, a hardware store specializing in paint, tools, and supplies. VectorGlobal IAG, Inc. serves individual, institutional, and trust clients with discretionary and non-discretionary portfolio management. The firm employs a client-driven, suitability-based investment approach, utilizing both long- and short-term strategies and managing approximately $1.63 billion across a multi-advisor team.

Active portfolio management Options & derivatives strategies
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