AT

Armando Alejandro Tous

19 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
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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

Armando is dually registered with Insigneo Advisory Services as a financial advisor and uses Tenet Global Advisors as a DBA. He also owns VAV CORP, a pass-through entity for tax purposes, but dedicates no time to it.

Employment History
Current Registrations
Insigneo Advisory Services, LLC
October 2022 - Present · 3 yrs 3 mos
Insigneo Securities, LLC
October 2022 - Present · 3 yrs 3 mos
Insigneo Securities, LLCBroker
October 2022 - Present · 3 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
November 2010 - October 2022 · 11 yrs 11 mos
Citigroup Global Markets INC. Broker
May 2007 - October 2022 · 15 yrs 5 mos
Citicorp Investment ServicesBroker
February 2006 - May 2007 · 1 yr 3 mos
State Registrations3 states
FLMANY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.