Eduardo Cruz
Eduardo Cruz is a registered investment advisor at Insigneo Advisory Services, LLC, based in Fort Lauderdale, FL, with 7 years of industry experience. Eduardo 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
Fort Lauderdale, FL
Get directionsHistory
Regulatory History (1)
Judgment / Lien
August 2020Other Business Activities
Eduardo serves as the Chief Compliance Officer (CCO) of Par5 Advisors LLC, the firm's affiliated Registered Investment Advisor (RIA), since April 2024. He spends about 10-20% of his time in this role.
Employment History
Current Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLC
Insigneo Securities, LLCBroker
Previous Registrations
Par5 Advisors LLC
Par5 Capital & CO LLCBroker
Credicorp Capital LLCBroker
Intl Fcstone Credit Trading LLCBroker
Stonex Financial 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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