Carlos Maanen
Carlos Maanen is a registered investment advisor at Insigneo Advisory Services, LLC, based in Miami, FL, with 25 years of industry experience. Carlos 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)
Customer Dispute
July 2008Other Business Activities
Carlos is a Managing Director at Insigneo Advisory Services, LLC since 2021. He also uses GAP Wealth Management LLC as a pass-through LLC for tax purposes and DBA to conduct securities and advisory activities through Insigneo. Carlos owns a beach apartment for rental in Hollywood, FL, but spends minimal time on it.
Employment History
Current Registrations
Insigneo Securities, LLCBroker
Insigneo Advisory Services, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS International INC.
UBS International INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
State Registrations6 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.