Jeannie Adams is a registered investment advisor at Insigneo Advisory Services, LLC, based in Davie, FL, with 30 years of industry experience. Jeannie 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
Davie, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jeannie is an investment advisor with Insigneo Advisory Services, LLC, an affiliate, since July 2024.
Employment History
Current Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Insigneo Securities, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Barclays Capital INC.Broker
Barclays Capital INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS International INC.
UBS International INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Lehman Brothers INC.Broker
State Registrations4 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.