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Jeffrey Kline

Insigneo Advisory Services, LLC
54 Years of Experience
Coral Gables, FL
2 DisclosuresBroker
View SEC Summary
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Jeffrey Kline is a registered investment advisor at Insigneo Advisory Services, LLC, based in Coral Gables, FL, with 54 years of industry experience. Jeffrey 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 (2)
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
July 2002
Closed-No Action
Customer Dispute
July 2000
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeffrey is an investment advisor with Insigneo Advisory Services, LLC since July 2021, spending about a quarter of his time on this activity. He also uses The Bay Wealth Group as a DBA to conduct securities and advisory activities.

Employment History
Current Registrations
Insigneo Advisory Services, LLC
July 2021 - Present · 5 yrs 3 mos
Insigneo Securities, LLC
July 2021 - Present · 5 yrs 3 mos
Insigneo Securities, LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2015 - July 2021 · 5 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
December 2015 - July 2021 · 5 yrs 7 mos
Morgan StanleyBroker
June 2009 - December 2015 · 6 yrs 6 mos
Morgan Stanley
June 2009 - December 2015 · 6 yrs 6 mos
Citigroup Global Markets INC.
May 2003 - June 2009 · 6 yrs 1 mo
Citigroup Global Markets INC.Broker
June 2002 - June 2009 · 7 yrs
Prudential Securities Incorporated
January 1997 - June 2002 · 5 yrs 5 mos
Prudential Securities IncorporatedBroker
February 1995 - June 2002 · 7 yrs 4 mos
Shearson/american Express INC.Broker
January 1982 - April 1984 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
August 1972 - September 1978 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1972 - March 1995 · 22 yrs 7 mos
State Registrations3 states
FLNJNY
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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