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

Alain is involved in several real estate ventures, including vacation rentals, long-term rentals, and pre-construction investments. He also works as a financial advisor for Insigneo Advisory Services LLC and owns R2R Investments LLC for expense and tax purposes, dedicating a significant amount of time to this.

Employment History
Current Registrations
Insigneo Advisory Services, LLC
March 2021 - Present · 4 yrs 10 mos
Insigneo Securities, LLCBroker
March 2021 - Present · 4 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2007 - March 2021 · 14 yrs 2 mos
Wells Fargo Clearing Services, LLC Broker
April 2003 - March 2021 · 17 yrs 11 mos
State Registrations9 states
FLGAMANCNJNYPRTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.