Andrea Letelier is a registered investment advisor at Vectorglobal Iag, INC., based in Miami, FL, with 6 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,833 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VectorGlobal IAG charges a percentage of the assets they manage for you. The exact percentage depends on the type of portfolio (Individual, Separately Managed Accounts, or Model Portfolios) and the amount you invest.
For accounts with a minimum investment of $500,000, the fees are:
- $500,001 – $750,000: 2.50% per year
- $750,001 – $1,000,000: 2.25% per year
- Over $1,000,001: 2.00% per year
For Model Portfolios with a minimum investment of $100,000, the fees vary depending on the portfolio type (Fixed Income, Conservative, Moderate, Aggressive, Aggressive Plus, Equities) and the amount invested. The fees range from 1.00% to 2.50% per year.
These fees are billed quarterly in advance, based on the value of your account at the end of the previous quarter. The advisory fee is negotiable, depending on individual client circumstances.
Location
1001 Brickell Bay Drive, Suite 1900, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrea works as a teacher assistant for an online education platform, spending a few hours per week. She is also a co-proprietor of a business premises and warehouse in Chile, referring clients to a broker-dealer and receiving a portion of net commissions, but has zero participation in the business.
Employment History
Current Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Vectorglobal Iag, INC.
Vectorglobal WmgBroker
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.