AS

Andres Anastasio Somoza

10 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

Andres is dually registered with an affiliate of Insigneo Advisory Services as an Investment Adviser to conduct advisory business.

Employment History
Current Registrations
Insigneo Advisory Services, LLC
December 2020 - Present · 5 yrs 1 mo
Insigneo Securities, LLCBroker
March 2019 - Present · 6 yrs 10 mos
Previous Registrations
Insigneo Wealth Advisors, LLC
March 2019 - December 2021 · 2 yrs 9 mos
Intercam Advisors, INC.
May 2016 - March 2019 · 2 yrs 10 mos
Intercam Securities, INC.Broker
June 2015 - March 2019 · 3 yrs 9 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.