Juan Alzaga
Juan Alzaga is a registered investment advisor at Insigneo Advisory Services, LLC, based in Punta del Este, with 26 years of industry experience. Juan 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
Punta del Este
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Juan is an employee of Galoden Company SA, a financial advisory company, and spends about 10-20% of his time there. He also works nearly full-time as a financial advisor with Insigneo Advisory Services and has a referral agreement with Insigneo Argentina.
Employment History
Current Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Insigneo Securities, LLC
Previous Registrations
Northeast Asset Management, INC.
Northeast Securities, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations2 states
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