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JR
CFP
JR
CFP

Jose Rodriguez

Insigneo Advisory Services, LLC
31 Years of Experience
Coral Gables, FL
1 DisclosureBroker
View SEC Summary
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Jose Rodriguez is a CFP-designated registered investment advisor at Insigneo Advisory Services, LLC, based in Coral Gables, FL, with 31 years of industry experience. Jose is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management, Retirement Planning. Their firm serves 4,473 clients with $5.2B in assets under management.

Insigneo Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
4,473 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$5.2B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual management fees typically range from 0.40% to 2.50% of assets. Proprietary Insigneo Multi Asset Portfolios charge 0.25% to 0.50% plus an additional advisor fee of 1.00% to 2.00%. All accounts also pay a platform fee of 0.05% for assets up to $2M and 0.03% for assets over $2M. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3011 Ponce de Leon, Suite 1410, Coral Gables, FL, 33134

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History

Regulatory History (1)
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
September 2000
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
February 2018 - Present · 8 yrs 8 mos
Insigneo Securities, LLCBroker
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Citigroup Global Markets INC.
May 2007 - February 2018 · 10 yrs 9 mos
Citigroup Global Markets INC.Broker
May 2007 - February 2018 · 10 yrs 9 mos
Citicorp Investment Services
May 2004 - May 2007 · 3 yrs
Citicorp Investment ServicesBroker
March 2001 - May 2007 · 6 yrs 2 mos
UBS Painewebber INC.Broker
June 1999 - March 2001 · 1 yr 9 mos
Citicorp Investment ServicesBroker
October 1996 - July 1999 · 2 yrs 9 mos
Dean Witter Reynolds INC.Broker
May 1995 - August 1996 · 1 yr 3 mos
Young, Stovall and CompanyBroker
January 1995 - March 1995 · 2 mos
State Registrations5 states
CAFLGANMNY
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.
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Jose Rodriguez - Financial Advisor | TrueAdvisor