Reynaldo Hellmund
Reynaldo Hellmund is a registered investment advisor at Insigneo Advisory Services, LLC, based in Coral Gables, FL, with 9 years of industry experience. Reynaldo 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
3011 Ponce De Leon, Suite 1410, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Reynaldo is affiliated with Insigneo Advisory Services LLC and spends about 30% of his time there. He also owns Alpha Draco LLC, an investment vehicle for personal investments, and GAP Wealth Management LLC, a registered LLC for brokerage and advisory business.
Employment History
Current Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLC
Insigneo Securities, LLCBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citi Private Alternatives, LLCBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
State Registrations3 states
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