FD
FD

Felix Dones-Pagan

15 Years of Experience
Miami, FL
BrokerSells Insurance

Felix Dones-Pagan is a registered investment advisor at Insigneo Advisory Services, LLC, based in Miami, FL, with 15 years of industry experience. Felix 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

1221 Brickell Avenue, 27th Floor, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Felix is registered with affiliate Insigneo Advisory Services in asset allocation, spending a few hours per week. He is also the President and 50% owner of NABE Invest LLC, a real estate company, and a licensed insurance producer in Puerto Rico.

Employment History
Current Registrations
Insigneo Advisory Services, LLC
October 2019 - Present · 6 yrs 7 mos
Insigneo Securities, LLC
May 2019 - Present · 7 yrs
Insigneo Securities, LLCBroker
May 2019 - Present · 7 yrs
Previous Registrations
Citi International Financial Services LLCBroker
April 2016 - May 2019 · 3 yrs 1 mo
AXA Advisors, LLC
March 2015 - March 2016 · 1 yr
AXA Advisors, LLCBroker
February 2010 - March 2016 · 6 yrs 1 mo
State Registrations3 states
FLPRTX
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.
Felix Dones-Pagan - Financial Advisor | TrueAdvisor