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

Alberto has 100% ownership with his spouse of Gville Properties LLC, a rental property business, since 2019, dedicating minimal time. He also has an administrative role at Insigneo Advisory Services LLC.

Employment History
Current Registrations
Insigneo Advisory Services, LLC
April 2021 - Present · 4 yrs 9 mos
Insigneo Securities, LLC
March 2021 - Present · 4 yrs 10 mos
Insigneo Securities, LLCBroker
March 2021 - Present · 4 yrs 10 mos
Previous Registrations
Insigneo International Financial Services LLCBroker
February 2023 - December 2024 · 1 yr 10 mos
Wells Fargo Clearing Services, LLC
June 2018 - March 2021 · 2 yrs 9 mos
Wells Fargo Clearing Services, LLC Broker
June 2018 - March 2021 · 2 yrs 9 mos
UBS Financial Services INC.
June 2015 - May 2017 · 1 yr 11 mos
UBS Financial Services INC. Broker
June 2015 - May 2017 · 1 yr 11 mos
Wells Fargo Advisors, LLC
September 2014 - June 2015 · 9 mos
Wells Fargo Advisors, LLC Broker
August 2013 - June 2015 · 1 yr 10 mos
State Registrations2 states
FLPR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alberto David Lopez - Financial Advisor | AdvisorDiscover