Alberto Valdes
Alberto Valdes is a CFP, ChFC-designated registered investment advisor at Insigneo Advisory Services, LLC, based in Miami, FL, with 23 years of industry experience. Alberto is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 4,473 clients with $5.2B 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
Miami, FL
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Regulatory History (2)
Customer Dispute
September 2021Customer Dispute
August 2017Other Business ActivitiesSells Insurance
Alberto is dually registered as a Financial Advisor with Insigneo Advisory Services LLC, dedicating about half of his time. He also owns 30% of Advanced Tax Planning Solutions LLC, an accounting practice, and is a managing member of AV Enterprise Ventures LLC, which is currently not in use but open for future business opportunities.
Employment History
Current Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLC
Insigneo Securities, LLCBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
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.
Exams
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