Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.85% |
| $100K - $200K | 1.75% |
| $200K - $300K | 1.50% |
| $300K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
You'll be charged an advisory fee monthly, based on the total value of assets under management. The fee is calculated daily. For example, an account with $500,000 in AUM will have fees calculated as: 1.85% on the first $100,000, 1.75% on the next $100,000, 1.50% on the next $100,00, and 1.25% on the remaining $200,000. Commissions for trade execution are absorbed by BCP Global.
Areas of Practice
Advisor Information
Office location
1300 Post Oak Blvd, Suite 500, Houston, TX, 77056
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Maria spends about three-quarters of her time with Insigneo Advisory Services LLC, an affiliate.