Insigneo Advisory Services, LLC
Assets Under Management
$3.6B
Number of Clients
3,346
Number of Advisors
173
Average Client AUM
$1.1M
AUM per Advisor
$20.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Insigneo Advisory Services, LLC (IAS) offers investment advisory services through specialized programs, including discretionary and non-discretionary managed accounts (equities, mutual funds, fixed income), Insigneo MultiAsset Portfolios (I-maps), and third-party manager options. IAS also provides portfolio consulting services. Fees are negotiable and can be charged as a percentage of assets or a flat fee.
Fee Structure
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
Location
1221 Brickell Avenue, 27th Floor, Miami, FL, 33131