Debra Tyler is a registered investment advisor at Insigneo Advisory Services, LLC, based in Miami, FL, with 26 years of industry experience. Debra 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Debra owns Debra Tyler and Associates LLC, a pass-through entity, and spends about a quarter of her time on it. She is also a board member for Big Brother Big Sisters of Miami and the Humane Society of Greater Miami, dedicating about 10-20% of her time to each organization, and is dually registered as an advisor with Insigneo Advisory Services LLC and DBA_DM Wealth Management.
Employment History
Current Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLC
Insigneo Securities, LLCBroker
Previous Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Union Brokerage Services, INC.Broker
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.