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Luis Ehlers

37 Years of Experience
Miami, FL
2 DisclosuresBroker

Luis Ehlers is a registered investment advisor at Insigneo Advisory Services, LLC, based in Miami, FL, with 37 years of industry experience. Luis 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
187 advisors
Number of Clients
3,346 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

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.
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Location

1221 Brickell Avenue, 27th Floor, Miami, FL, 33131

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2007
Denied
Customer Dispute
January 2000
Denied
Other Business Activities

Luis works as a financial advisor with Insigneo Advisory Services, LLC since 2020. This investment-related activity takes about a quarter of his time.

Employment History
Current Registrations
Insigneo Advisory Services, LLC
November 2020 - Present · 5 yrs 6 mos
Insigneo Securities, LLC
October 2020 - Present · 5 yrs 7 mos
Insigneo Securities, LLCBroker
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2009 - October 2020 · 11 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2009 - October 2020 · 11 yrs 9 mos
UBS International INC.
June 2002 - December 2008 · 6 yrs 6 mos
UBS International INC.Broker
June 2002 - December 2008 · 6 yrs 6 mos
UBS Painewebber INC.Broker
November 1995 - June 2002 · 6 yrs 7 mos
UBS Painewebber INC.
November 1995 - June 2002 · 6 yrs 7 mos
Liberty Securities CorporationBroker
August 1995 - November 1995 · 3 mos
Wall Street AccessBroker
March 1994 - November 1997 · 3 yrs 8 mos
Lehman Brothers INC.Broker
August 1991 - February 1993 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1987 - July 1991 · 3 yrs 8 mos
State Registrations2 states
FLMA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.