Veronica Lopez-Lopez
Veronica Lopez-Lopez is a registered investment advisor at Insigneo Advisory Services, LLC, based in Miami, FL, with 30 years of industry experience. Veronica 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 (2)
Customer Dispute
October 2016Customer Dispute
July 2016Other Business Activities
Veronica is a partner in Inversiones Velica, a real estate business, dedicating minimal time. She is also a board member of Orchestra of the Americas, a philanthropic organization, and a trustee for Constantin Gorges Inc, a fiduciary; she dedicates minimal time to each of these roles. Veronica is also affiliated with Insigneo Advisory Services LLC.
Employment History
Current Registrations
Insigneo Securities, LLCBroker
Insigneo Advisory Services, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
UBS International INC.
UBS International INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 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.