Jose Aguilar is a registered investment advisor at Insigneo Advisory Services, LLC, based in Miami, FL, with 25 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,346 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Insigneo Advisory Services offers several investment management options:
- Managed Accounts/IMAPs/Third Party Manager: Fees range from 0.40% to 2.50% of the account's gross asset value annually. Fees are negotiable and can be charged in arrears or in advance.
- Insigneo MultiAsset Portfolios (I-maps): Fees range between 0.25% and 0.50% annually, based on the value of your portfolio. Investment advisor representatives may charge an additional fee ranging between 1% to 2%, depending on the strategy the client selects under I-maps. This fee covers execution and platform fees.
Location
1221 Brickell Avenue, 27th Floor, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jose owns Villa Stephanie Farm in Honduras, dedicating minimal time to assisting the community with farming. He also works as a financial advisor for Insigneo Advisory Services and Tenet Global Advisors, spending about 10-20% of his time on these investment-related activities.
Employment History
Current Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLC
Insigneo Securities, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
UBS International INC.
UBS International INC.Broker
Citicorp Investment ServicesBroker
Stronghurst Investment CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.