JM
JM
Jaime Musa
16 Years of Experience
Charlotte, NC
1 DisclosureBroker
Jaime Musa is a registered investment advisor at Insigneo Advisory Services, LLC, based in Charlotte, NC, with 16 years of industry experience. Jaime 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
187 advisors
Number of Clients
3,346 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$3.6B
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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.
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Location
Charlotte, NC
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2018Denied
Other Business Activities
Jaime is associated with affiliate Insigneo Advisory Services in asset allocation. This activity takes about 10-20% of their time.
Employment History
Current Registrations
Insigneo Advisory Services, LLC
September 2020 - Present · 5 yrs 8 mos
Insigneo Securities, LLCBroker
May 2019 - Present · 7 yrs
Insigneo Securities, LLC
May 2019 - Present · 7 yrs
Previous Registrations
Citi International Financial Services LLCBroker
September 2016 - May 2019 · 2 yrs 8 mos
UBS Financial Services INC.
March 2013 - December 2013 · 9 mos
UBS Financial Services Incorporated of Puerto RicoBroker
September 2009 - August 2016 · 6 yrs 11 mos
UBS Financial Services INC.Broker
September 2009 - August 2016 · 6 yrs 11 mos
State Registrations11 states
CAFLILMANCNYORPRSCTXVirgin Islands
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.