Isadora Llano
Isadora Llano is a registered investment advisor at Insigneo Advisory Services, LLC, based in Miami, FL, with 27 years of industry experience. Isadora 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 (1)
Criminal
July 1999Other Business Activities
Isadora is a Managing Director at Insigneo Advisory Services, dedicating full-time hours to this role. She also owns several other businesses, including Green Grove Wealth Management LLC, Fortunata & Pecunia LLC, Sisi D Designs LLC, Solace Rinnovabili SRL, and S49 Investments LLC, but none of these appear to be insurance-related.
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
First Union Brokerage Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations9 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.