Marcelo Borrelli
Marcelo Borrelli is a registered investment advisor at Insigneo Advisory Services, LLC, based in Miami, FL, with 26 years of industry experience. Marcelo 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
Miami, FL
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Regulatory History (1)
Employment Separation After Allegations
May 2016Other Business Activities
Marcelo is dually registered as an Investment Adviser and conducts investment business through Insigneo Securities and Insigneo Advisory Services under the DBA Borrelli Capital Management. He also holds a real estate sales license and is involved in buying, selling, and renting real estate through CRS Real Estate Consultants LLC and Marcelo Borrelli, P.A., dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Insigneo Securities, LLC
Previous Registrations
Andbanc Advisory LLC
Andbanc Brokerage, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations5 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.