Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
173 advisors
Number of Clients
3,346 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$3.6B

Fee Structure

Financial Planning:Investment management only

Fees for managed accounts, I-maps, and third-party manager accounts range from 0.40% to 2.50% annually, based on assets under management. I-maps have fees between 0.25% and 0.50% annually, plus an additional fee ranging between 1% to 2% depending on the strategy. Consulting services can be charged as a percentage of assets or a flat fee. Platform fees are also charged, ranging from 3 to 5 bps. All fees are negotiable. Clients may pay more or less than similar clients depending on circumstances.

Areas of Practice
Investment Management
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Advisor Information

Office location

1221 Brickell Avenue, 27th Floor, Miami, FL, 33131

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Regulatory History (2)
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Regulatory
July 2010
Final
Employment Separation After Allegations
September 2008
Other Business Activities

Anna owns Island Mice, ordering materials and approving production, dedicating minimal time. She also devotes about a quarter of her time to Insigneo Advisory Services LLC.

Employment History
Current Registrations
Insigneo Securities, LLC
August 2023 - Present · 2 yrs 5 mos
Insigneo Advisory Services, LLC
August 2023 - Present · 2 yrs 5 mos
Insigneo Securities, LLCBroker
August 2023 - Present · 2 yrs 5 mos
Previous Registrations
Morgan Stanley
October 2010 - August 2023 · 12 yrs 10 mos
Morgan Stanley Broker
June 2009 - August 2023 · 14 yrs 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2010 · 1 yr 2 mos
Morgan Stanley & CO. Incorporated
September 2008 - June 2009 · 9 mos
Morgan Stanley & CO. IncorporatedBroker
September 2008 - June 2009 · 9 mos
UBS International INC.
June 2002 - September 2008 · 6 yrs 3 mos
UBS International INC.Broker
June 2002 - September 2008 · 6 yrs 3 mos
UBS Painewebber INC. Broker
January 1995 - June 2002 · 7 yrs 5 mos
UBS Painewebber INC.
January 1995 - June 2002 · 7 yrs 5 mos
Lehman Brothers INC.Broker
September 1987 - February 1995 · 7 yrs 5 mos
State Registrations3 states
FLNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anna S Somoza - Financial Advisor | AdvisorDiscover