Eduardo Cruz
Eduardo Cruz is a registered investment advisor at Insigneo Advisory Services, LLC, based in Miami, FL, with 7 years of industry experience. Eduardo 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
1221 Brickell Avenue, 27th Floor, Miami, FL, 33131
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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.