Patricia Holder
Patricia Holder is a registered investment advisor at Insigneo Advisory Services, LLC, based in Miami, FL, with 28 years of industry experience. Patricia 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
June 2025Customer Dispute
October 2008Other Business Activities
Patricia works as an investment advisor for Insigneo Advisory Services LLC, spending nearly full-time on this role. She also operates under the DBA Phoenix Private Client Group for brokerage and advisory businesses.
Employment History
Current Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citicorp Investment ServicesBroker
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.