Guillermo Pollitzer
Guillermo Pollitzer is a registered investment advisor at Insigneo Advisory Services, LLC, based in Miami, FL, with 27 years of industry experience. Guillermo 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
777 Brickell Avenue, Suite 1010, Miami, FL, 33131
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2005Customer Dispute
March 2005Other Business Activities
Guillermo is a director of Fiduciaria del Delta S.A., a real estate developer in Buenos Aires, dedicating a few hours per week. He is also an employee of Northeast Financial Services SA, spending nearly full-time on financial advisory, and affiliated with Insigneo Advisory Services LLC, spending a few hours per week. Guillermo is also a director and shareholder of P&W Corp, a personal investment vehicle.
Employment History
Current Registrations
Insigneo Securities, LLCBroker
Insigneo Advisory Services, LLC
Previous Registrations
Northeast Asset Management, INC.
Northeast Securities, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations3 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.