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

Andres works as a financial advisor for Insigneo Advisory Services, LLC, focusing on portfolio creation and asset allocation, dedicating approximately 60 hours per month to this role. He also has several passive investments in real estate and a flow-through entity for tax purposes, but these require minimal time commitment.

Employment History
Current Registrations
Insigneo Advisory Services, LLC
September 2020 - Present · 5 yrs 4 mos
Insigneo Securities, LLCBroker
September 2020 - Present · 5 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
November 2015 - October 2020 · 4 yrs 11 mos
UBS Financial Services INC. Broker
November 2015 - October 2020 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2010 - November 2015 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2010 - November 2015 · 5 yrs 8 mos
State Registrations6 states
CAFLNJNYPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.