LP
LP
Lilian Perez
6 Years of Experience
Coral Gables, FL
2 DisclosuresBroker
Lilian Perez is a registered investment advisor at Insigneo Advisory Services, LLC, based in Coral Gables, FL, with 6 years of industry experience. Lilian 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
3011 Ponce De Leon, Suite 1410, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (2)
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Financial
June 2021Final
Judgment / Lien
January 2021Employment History
Current Registrations
Insigneo Advisory Services, LLC
November 2025 - Present · 10 mos
Insigneo Securities, LLCBroker
November 2025 - Present · 10 mos
Previous Registrations
Kovack Advisors, INC.
March 2021 - October 2025 · 4 yrs 7 mos
Kovack Securities INC.Broker
March 2021 - October 2025 · 4 yrs 7 mos
Raymond James & Associates, INC.
February 2021 - February 2021 · 0 mos
Raymond James & Associates, INC.Broker
February 2021 - February 2021 · 0 mos
Securities America, INC.Broker
July 2020 - September 2020 · 2 mos
Investacorp, INC.Broker
August 2019 - July 2020 · 11 mos
State Registrations1 state
FL
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.