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.
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Learn about disclosures →Albert is a financial advisor with Insigneo Advisory Services, dedicating about half his time to portfolio creation and asset allocation. He also holds minority ownership stakes in Kraken Holdings LLC, Infinity Medical Engineering, and Scarpetta Limited, but spends no time on these ventures.