AP

Alexandra Maribel Panora

22 Years of Experience

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
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alexandra is 100% owner of AEGA21 LLC, a pass-through entity for tax purposes, since February 2022. Alexandra spends minimal time on this activity.

Employment History
Current Registrations
Insigneo Securities, LLC
September 2021 - Present · 4 yrs 4 mos
Insigneo Advisory Services, LLC
September 2021 - Present · 4 yrs 4 mos
Insigneo Securities, LLCBroker
September 2021 - Present · 4 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2021 - September 2021 · 1 mo
Wells Fargo Clearing Services, LLC Broker
September 2018 - September 2021 · 3 yrs
J.P. Morgan Securities LLC Broker
October 2012 - September 2018 · 5 yrs 11 mos
Chase Investment Services CORP.Broker
August 2005 - October 2012 · 7 yrs 2 mos
Citicorp Investment ServicesBroker
November 2003 - July 2005 · 1 yr 8 mos
State Registrations5 states
CAFLNJNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.