Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
1221 Brickell Avenue, 27th Floor, Miami, FL, 33131
Get directionsRegulatory History
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
Astrid is the president and member of A3 Advisory LLC, a pass-through entity for tax purposes, and a 50% owner of A3 Investment Corp for personal securities investment. She also has 50% ownership in MOARI LLC, a real estate venture, and is a member of ARS Private Wealth Advisors LLC, conducting business through Insigneo, while dedicating about a quarter of her time to Insigneo Advisory Services LLC.