Jorge Oliveira
Jorge Oliveira is a registered investment advisor at Insigneo Advisory Services, LLC, based in Levittown, NY, with 30 years of industry experience. Jorge 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
Levittown, NY
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Regulatory History (1)
Judgment / Lien
July 2024Other Business Activities
Jorge is dually registered as an Investment Advisor with Insigneo Advisory Services LLC, an affiliate RIA. He devotes full-time hours to this activity.
Employment History
Current Registrations
Insigneo Securities, LLC
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.
Exams
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