Beatrice Nunez
Beatrice Nunez is a registered investment advisor at Insigneo Advisory Services, LLC, based in Miami, FL, with 34 years of industry experience. Beatrice 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
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2015Customer Dispute
October 2003Customer Dispute
January 2003Other Business Activities
Beatrice is dually registered as an investment advisor with Insigneo Advisory Services LLC, dedicating about half her time to this role. She is also the sole member and manager of Saint-Lys LLC, a pass-through entity for tax purposes, but spends minimal time on this activity.
Employment History
Current Registrations
Insigneo Securities, LLCBroker
Insigneo Advisory Services, LLC
Previous Registrations
PNC Managed Account Solutions, INC.
PNC Investments
PNC InvestmentsBroker
Bbva Securities INC.Broker
PNC Managed Account Solutions, INC.
St Johns Wealth Management
Bbva Compass Investment Solutions, INC.
Bbva Compass Investment Solutions, INCBroker
Bbva Investments INC.Broker
Fintegra, LLCBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Morgan Stanley Dw INC.Broker
Norwest Investment Services, INC.Broker
United Financial Markets, INC.Broker
Ba Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 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.