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Carlos Bonadies

Insigneo Advisory Services, LLC
25 Years of Experience
Miami, FL
2 DisclosuresBroker
View SEC Summary
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Carlos Bonadies is a registered investment advisor at Insigneo Advisory Services, LLC, based in Miami, FL, with 25 years of industry experience. Carlos is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management, Retirement Planning. Their firm serves 4,473 clients with $5.2B in assets under management.

Insigneo Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
4,473 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$5.2B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual management fees typically range from 0.40% to 2.50% of assets. Proprietary Insigneo Multi Asset Portfolios charge 0.25% to 0.50% plus an additional advisor fee of 1.00% to 2.00%. All accounts also pay a platform fee of 0.05% for assets up to $2M and 0.03% for assets over $2M. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Miami, FL

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2019
Denied
Employment Separation After Allegations
February 2019
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Carlos is dually registered with affiliate Insigneo Advisory Services as a financial advisor. This requires minimal time.

Employment History
Current Registrations
Insigneo Advisory Services, LLC
May 2019 - Present · 7 yrs 5 mos
Insigneo Securities, LLC
March 2019 - Present · 7 yrs 7 mos
Insigneo Securities, LLCBroker
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Citigroup Global Markets INC.
February 2010 - February 2019 · 9 yrs
Citigroup Global Markets INC.Broker
February 2010 - February 2019 · 9 yrs
Mercantil Commercebank Investement Services, INC.
October 2002 - January 2010 · 7 yrs 3 mos
Mercantil Commercebank Investment ServicesBroker
July 2002 - January 2010 · 7 yrs 6 mos
Optimizeusa Securities INC.Broker
December 2000 - July 2002 · 1 yr 7 mos
State Registrations5 states
CAFLGAILPR
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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