Luiz Azambuja
Luiz Azambuja is a registered investment advisor at Insigneo Advisory Services, LLC, based in Coral Gables, FL, with 23 years of industry experience. Luiz 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
3011 Ponce De Leon, Suite 1410, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Luiz works as a financial advisor for Insigneo Advisory Services, an affiliated RIA, dedicating nearly full-time hours. He is also associated with Premier Brokerage Services Inc. and receives compensation for the sale of fixed insurance, spending a few hours per week. Additionally, Luiz is the Vice President and committee participant at the Brazilian American Chamber of Commerce of Florida, and a Director and shareholder at Protector International Services LLC, dedicating minimal time to each.
Employment History
Current Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Previous Registrations
Kovack Securities INC.Broker
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
Riwm, LLC
Global Investor Services, L.C.Broker
Rehmann Financial
Royal Alliance Associates, INC.Broker
Banif Trading, INC.Broker
Banif Financial Services, INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
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.