Lilian Perez
Lilian Perez is a registered investment advisor at Insigneo Advisory Services, LLC, based in Coral Gables, FL, with 6 years of industry experience. Lilian 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| 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.
Fee Estimator
Location
3011 Ponce De Leon, Suite 1410, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (2)
Financial
June 2021Judgment / Lien
January 2021Employment History
Current Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Securities America, INC.Broker
Investacorp, INC.Broker
State Registrations1 state
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
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