Jose Rodriguez
Jose Rodriguez is a CFP-designated registered investment advisor at Insigneo Advisory Services, LLC, based in Coral Gables, FL, with 30 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
3011 Ponce de Leon, Suite 1410, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2000Other Business Activities
Jose is dually registered with affiliate Insigneo Advisory Services as a financial advisor since 2018, dedicating minimal time. Tenet Global Advisors is a DBA branding name for his securities and advisory activities through Insigneo Securities and Insigneo Advisory Services.
Employment History
Current Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
UBS Painewebber INC.Broker
Citicorp Investment ServicesBroker
Dean Witter Reynolds INC.Broker
Young, Stovall and CompanyBroker
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.