Advisor at MMBG Investment Advisors Co.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MMBG Investment Advisors Co.
Location
Miami, FL 33131
Credentials
CFA®
Industry experience
1 year
Andres Aguilar Calvo is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at MMBG Investment Advisors Co. since 2017. Prior to this, he worked at MG Capital Asesores for three years. Outside of his advisory role, he manages two real estate companies, dedicating limited time to these activities. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up security selection and maintains notable international affiliations that support its cross-border investment capabilities.
Based on MMBG Investment Advisors Co.
Fixed fees typically from $1,000 to $20,000 for financial planning and certain specified services
Performance fees generally between 10% and 30% of outperformance, if charged, but currently not charged for any clients
Account minimum: $500,000 Fee-only: Fixed, non-asset-based fees typically range from $1,000 to $20,000 depending on services
1221 Brickell Avenue, 1221 Brickell Building, Suite 1030
Miami, FL 33131
Texas
MMBG Investment Advisors Co.
2017 - Present (9 years)
MG Capital Asesores
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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