Astrid Ruiz is a registered investment advisor at Insigneo Advisory Services, LLC, based in Miami, FL, with 14 years of industry experience. Astrid 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
1221 Brickell Avenue, 27th Floor, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Astrid is the president and member of A3 Advisory LLC, a pass-through entity for tax purposes, and a 50% owner of A3 Investment Corp for personal securities investment. She also has 50% ownership in MOARI LLC, a real estate venture, and is a member of ARS Private Wealth Advisors LLC, conducting business through Insigneo, while dedicating about a quarter of her time to Insigneo Advisory Services LLC.
Employment History
Current Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Insigneo Securities, LLC
Previous Registrations
Citicorp Financial Services CorporationBroker
State Registrations3 states
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