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

2700 Post Oak Blvd, Office 21-152, Houston, TX, 77056

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Regulatory History (1)
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Employment Separation After Allegations
December 2020
Employment History
Current Registrations
Insigneo Advisory Services, LLC
August 2025 - Present · 5 mos
Insigneo Securities, LLCBroker
August 2025 - Present · 5 mos
Insigneo Securities, LLC
August 2025 - Present · 5 mos
Previous Registrations
Vectorglobal WmgBroker
February 2025 - August 2025 · 6 mos
Vectorglobal Iag, INC.
February 2025 - August 2025 · 6 mos
Alterna Wealth Management, INC.
February 2021 - February 2025 · 4 yrs
Alterna Securities, INC.Broker
January 2021 - February 2025 · 4 yrs 1 mo
Bbva Securities INC.Broker
May 2013 - December 2020 · 7 yrs 7 mos
Bbva Wealth Solutions INC.
February 2012 - December 2020 · 8 yrs 10 mos
Bbva Compass Investment Solutions, INCBroker
June 2009 - May 2013 · 3 yrs 11 mos
Bbva Investments INC.Broker
April 2008 - July 2009 · 1 yr 3 mos
State Registrations3 states
CAFLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.