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Jorge Apodaca

Insigneo Advisory Services, LLC
23 Years of Experience
Miami, FL
1 DisclosureBroker
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Jorge Apodaca is a registered investment advisor at Insigneo Advisory Services, LLC, based in Miami, FL, with 23 years of industry experience. Jorge is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management, Retirement Planning. Their firm serves 4,473 clients with $5.2B in assets under management.

Insigneo Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
4,473 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$5.2B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual management fees typically range from 0.40% to 2.50% of assets. Proprietary Insigneo Multi Asset Portfolios charge 0.25% to 0.50% plus an additional advisor fee of 1.00% to 2.00%. All accounts also pay a platform fee of 0.05% for assets up to $2M and 0.03% for assets over $2M. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9200 South Dadeland Blvd. Suite 306, Miami, FL, 33156

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2020
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jorge is dually registered with Insigneo Advisory Services as a financial advisor. He is also a member and owner of Latam Group LLC (spending a few hours per week) and has ownership in 1901 E LLC (minimal time), both non-securities related entities for tax planning and land investment purposes. He also uses Bayfront Group LLC as a flow-through entity for tax purposes and as a DBA for his brokerage and advisory business.

Employment History
Current Registrations
Insigneo Advisory Services, LLC
July 2018 - Present · 8 yrs 3 mos
Insigneo Securities, LLCBroker
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2010 - July 2018 · 8 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2010 - July 2018 · 8 yrs 6 mos
Citigroup Global Markets INC.Broker
May 2007 - January 2010 · 2 yrs 8 mos
Citigroup Global Markets INC.
May 2007 - January 2010 · 2 yrs 8 mos
Citicorp Investment Services
April 2006 - May 2007 · 1 yr 1 mo
Citicorp Investment ServicesBroker
September 2003 - May 2007 · 3 yrs 8 mos
State Registrations2 states
FLNY
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.
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