Maximiliano Jaras is a registered investment advisor at Insigneo Advisory Services, LLC, based in Santiago, with 17 years of industry experience. Maximiliano 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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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.
Santiago
Get directionsMaximiliano is authorized to work as a financial advisor for VectorGlobal WMG Chile Asesores Financieros SPA. He also has a 10% participation in a family business (ANGO.COM) from which he receives no income, is involved in a family business (Santa Emma Investments) where an administrator handles real estate, and owns real estate investments (Vikings Island LTD).
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.