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

Ahmed is registered with Insigneo Advisory Services. He also serves as trustee for family-owned properties, spending minimal time and receiving no compensation for this non-securities related activity.

Employment History
Current Registrations
Insigneo Advisory Services, LLC
September 2016 - Present · 9 yrs 4 mos
Insigneo Securities, LLC
December 2008 - Present · 17 yrs 1 mo
Insigneo Securities, LLCBroker
December 2008 - Present · 17 yrs 1 mo
Previous Registrations
Hb Asset Management, L.C.
September 2011 - February 2017 · 5 yrs 5 mos
Hb Asset Management, L.C.
May 2010 - April 2011 · 11 mos
Credit Suisse Securities (usa) LLC
November 2005 - July 2008 · 2 yrs 8 mos
Credit Suisse Securities (usa) LLCBroker
October 2005 - July 2008 · 2 yrs 9 mos
State Registrations3 states
CAFLIN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ahmed Riesgo - Financial Advisor | AdvisorDiscover