AQ

Antonio Manuel Quelhas

21 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
Loading...

Advisor Information

Office location

1221 Brickell Avenue, 27th Floor, Miami, FL, 33131

Get directions
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.

Learn about disclosures →
Other Business Activities

Antonio is part of a family partnership managing farming and family real estate, dedicating minimal time to it. He is also dually registered as an advisor with an affiliated RIA to conduct advisory business.

Employment History
Current Registrations
Insigneo Advisory Services, LLC
October 2021 - Present · 4 yrs 3 mos
Insigneo Securities, LLCBroker
September 2021 - Present · 4 yrs 4 mos
Insigneo Securities, LLC
September 2021 - Present · 4 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2016 - September 2021 · 5 yrs 5 mos
Wells Fargo Clearing Services, LLC Broker
March 2016 - September 2021 · 5 yrs 6 mos
UBS Financial Services INC. Broker
January 2010 - April 2016 · 6 yrs 3 mos
UBS Financial Services INC.
January 2010 - April 2016 · 6 yrs 3 mos
UBS International INC.
May 2007 - January 2010 · 2 yrs 8 mos
UBS International INC.Broker
April 2007 - January 2010 · 2 yrs 9 mos
Banc of America Investment Services, INC.
September 2005 - April 2007 · 1 yr 7 mos
Banc of America Investment Services, INC.Broker
August 2005 - April 2007 · 1 yr 8 mos
Banif Securities INCBroker
February 2005 - May 2005 · 3 mos
E.S. Financial Services, INC.Broker
July 2002 - April 2003 · 9 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Antonio Manuel Quelhas - Financial Advisor | AdvisorDiscover