Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
3 clients
Average Client Portfolio
$23.0M average
Assets Under Management
$69.0M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Precise charges an annual wrap fee, calculated quarterly, ranging from 1.00% to 2.00% of assets under management. All fees are subject to negotiation. This fee does not include transaction costs, brokerage commissions for transactions outside of Insight Securities Inc., or custody fees. Clients may also incur charges from custodians, brokers, and other third parties. Lower fees for comparable services may be available from other sources.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

777 Brickell Ave., Suite 586, Miami, FL, 33131

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 1999
Settled
Other Business Activities

Augusto works as President at Prytaneum Global Advisor, providing hedging needs for institutional customers using futures contracts since 2009. This takes about half of Augusto's time.

Employment History
Current Registrations
Precise Investment Management, INC.
November 2025 - Present · 2 mos
Insight Securities, INC.
May 2023 - Present · 2 yrs 8 mos
Insight Securities, INC.
March 2022 - Present · 3 yrs 10 mos
Insight Securities, INC. Broker
March 2022 - Present · 3 yrs 10 mos
Previous Registrations
Insigneo Advisory Services, LLC
September 2020 - January 2022 · 1 yr 4 mos
Insigneo Securities, LLCBroker
August 2020 - January 2022 · 1 yr 5 mos
Insight Securities, INC.
May 2018 - August 2020 · 2 yrs 3 mos
Insight Securities, INC. Broker
April 2018 - August 2020 · 2 yrs 4 mos
Insigneo Advisory Services, LLC
July 2017 - May 2018 · 10 mos
Insigneo Securities, LLCBroker
July 2017 - May 2018 · 10 mos
Northeast Asset Management, INC.
July 2010 - July 2017 · 7 yrs
Northeast Securities, INC.Broker
April 2010 - July 2017 · 7 yrs 3 mos
Wells Fargo Advisors, LLC
March 2008 - May 2010 · 2 yrs 2 mos
Wells Fargo Advisors, LLC Broker
July 2003 - May 2010 · 6 yrs 10 mos
Prudential Securities IncorporatedBroker
March 1998 - July 2003 · 5 yrs 4 mos
Lehman Brothers INC.Broker
October 1990 - October 1992 · 2 yrs
State Registrations2 states
FLIL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Augusto German Medal - Financial Advisor | AdvisorDiscover