Fees and Compensation — Form ADV Part 2A (3/25/2026)
[Brochure]
ITEM 5 – FEES AND COMPENSATION
Broker-Dealer Charges
Item 12 further describes the factors that IPG Advisors considers in selecting broker-dealers
for client transactions and determining the reasonableness of their compensation (e.g.,
commissions, wire transfer fees, custodial fees, bank fees, ticket charges, etc.).
Termination of Services
➢ Discretionary and Non-Discretionary Accounts
Upon 30 days written notice to IPG Advisors, the client has the right to terminate his or her
advisory agreement with IPG Advisors without penalty or payment of additional fees. IPG
Advisors will invoice and deduct from the client’s custodial account payment for any services
rendered through the Firm’s last day of service. In the event the Client has pre-paid for any
service, the Firm will refund any pro-rata amount due to client.
➢ Family Office Services
The agreement for Family Office Services may be terminated by the Firm or the client upon
30 days prior written notice to the other party. Upon termination, IPG Advisors is entitled to
compensation for any unpaid fees due for time spent providing services to the client.
Page | 18
Account Minimums and Types of Clients — Form ADV Part 2A (3/25/2026)
[Brochure]
ITEM 7 – TYPES OF CLIENTS
received by IPG Advisors; (2) identify any potential conflicts of interests; and (3) satisfy
reporting and disclosure requirements to plan participants.
Page | 21
Filed 2026-02-18 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose