AR

Alejandro Rubinstein

14 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

Weston, FL

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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

Alejandro is affiliated with Insigneo Advisory Services LLC as an investment advisor. This activity takes nearly full-time.

Employment History
Current Registrations
Insigneo Advisory Services, LLC
January 2025 - Present · 1 yr
Insigneo Securities, LLC
January 2025 - Present · 1 yr
Insigneo Securities, LLCBroker
January 2025 - Present · 1 yr
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2021 - January 2025 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
February 2021 - January 2025 · 3 yrs 11 mos
Itau Europa Securities INC. Broker
May 2009 - July 2010 · 1 yr 2 mos
Citigroup Global Markets INC. Broker
January 2003 - April 2009 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 2000 - January 2003 · 2 yrs 5 mos
State Registrations4 states
DEFLNYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alejandro Rubinstein - Financial Advisor | AdvisorDiscover