AA
AA
Alejandra Aragones
5 Years of Experience
North Miami, FL
1 DisclosureBroker
Alejandra Aragones is a registered investment advisor at Insigneo Advisory Services, LLC, based in North Miami, FL, with 5 years of industry experience. Alejandra is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 4,473 clients with $5.2B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
217 advisors
Number of Clients
4,473 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$5.2B
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
North Miami, FL
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Regulatory History (1)
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Financial
July 2020Final
Employment History
Current Registrations
Insigneo Advisory Services, LLC
September 2025 - Present · 1 yr 1 mo
Insigneo Securities, LLC
May 2021 - Present · 5 yrs 5 mos
Insigneo Securities, LLCBroker
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
March 2021 - May 2021 · 2 mos
State Registrations9 states
CACODEFLNYOHPRTXVA
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.
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