Moises Nudel
Moises Nudel is a registered investment advisor at Insigneo Advisory Services, LLC, based in Boca Raton, FL, with 23 years of industry experience. Moises 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
Boca Raton, FL
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Regulatory History (1)
Customer Dispute
March 2009Other Business Activities
Moises is dually registered with an affiliate as an Investment Adviser to conduct advisory business. This activity takes about a quarter of his time.
Employment History
Current Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLC
Insigneo Securities, LLCBroker
Previous Registrations
Hb Asset Management, L.C.
Colony Park Financial Services LLC.Broker
Atlas One Financial Group, LLCBroker
Safra Securities CorporationBroker
State Registrations3 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.