AZ

Andrea Federica Hernandez Zavarce

3 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

Andrea works as a Registered Client Associate for Insigneo Advisory Services LLC, an affiliate. This activity takes about half of Andrea's time.

Employment History
Current Registrations
Insigneo Securities, LLCBroker
October 2023 - Present · 2 yrs 3 mos
Insigneo Advisory Services, LLC
October 2023 - Present · 2 yrs 3 mos
Insigneo Securities, LLC
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Folionet Advisers LLC
August 2022 - September 2023 · 1 yr 1 mo
Folionet Financial LLCBroker
December 2021 - February 2022 · 2 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrea Federica Hernandez Zavarce - Financial Advisor | AdvisorDiscover