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.
1221 Brickell Avenue, 27th Floor, Miami, FL, 33131
Get directionsAlberto is dually registered as a Financial Advisor with Insigneo Advisory Services LLC, dedicating about half of his time. He also owns 30% of Advanced Tax Planning Solutions LLC, an accounting practice, and is a managing member of AV Enterprise Ventures LLC, which is currently not in use but open for future business opportunities.