Salvador Diaz-Bazan
Salvador Diaz-Bazan is a registered investment advisor at Insigneo Advisory Services, LLC, based in Miami, FL, with 25 years of industry experience. Salvador 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 (1)
Judgment / Lien
April 2025Other Business Activities
Salvador owns Diaz-Bazan Asset Management LLC and is a financial advisor with Insigneo Advisory Services, spending a few hours per week on this role. He also owns 15% of Nido Daycare with his wife and is part owner/CFO of Bonds Bio Systems Corporation, dedicating a few hours per week to managing its cash flow.
Employment History
Current Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Previous Registrations
Insight Securities, INC.
Insight Securities, INC.Broker
Diaz-Bazan Asset Management LLC
J.P. Morgan Securities LLCBroker
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.