CB
CB
Carlos Bonadies
25 Years of Experience
Miami, FL
2 DisclosuresBroker
Carlos Bonadies 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
187 advisors
Number of Clients
3,346 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$3.6B
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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.
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Location
Miami, FL
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2019Denied
Employment Separation After Allegations
February 2019Other 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
Insigneo Securities, LLC
March 2019 - Present · 7 yrs 2 mos
Insigneo Securities, LLCBroker
March 2019 - Present · 7 yrs 2 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 Registrations4 states
CAFLGAPR
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.