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 (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
February 2002
Denied
Other Business Activities

Angel is the president and owner of Le Printemps Florist, and also owns Colina Wealth Management LLC for business expenses. Additionally, Angel owns and rents out two properties, and is dually registered with Insigneo Advisory Services as an investment advisor since February 2023.

Employment History
Current Registrations
Insigneo Securities, LLC
February 2023 - Present · 2 yrs 11 mos
Insigneo Securities, LLCBroker
February 2023 - Present · 2 yrs 11 mos
Insigneo Advisory Services, LLC
February 2023 - Present · 2 yrs 11 mos
Previous Registrations
Morgan Stanley
August 2012 - February 2023 · 10 yrs 6 mos
Morgan Stanley Broker
August 2012 - February 2023 · 10 yrs 6 mos
Wells Fargo Advisors, LLC
October 2000 - August 2012 · 11 yrs 10 mos
Wells Fargo Advisors, LLC Broker
October 2000 - August 2012 · 11 yrs 10 mos
First Union Brokerage Services, INC.Broker
September 1997 - October 2000 · 3 yrs 1 mo
Gkn Securities CORP.Broker
June 1996 - August 1996 · 2 mos
Vtr Capital, INC.Broker
April 1996 - May 1996 · 1 mo
State Registrations3 states
CAFLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Angel Luis Colina - Financial Advisor | AdvisorDiscover