Advisor at Insigneo Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Insigneo Advisory Services, LLC
Location
Miami, FL 33131
Credentials
Series 66
Industry experience
11 years
Alberto Lopez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 credential and 11 years of industry experience. He has worked at firms including Wells Fargo Clearing and UBS Financial Services before joining Insigneo in 2021. Outside of advising, he has ownership in a family-run business unrelated to investment activities. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers a range of managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, combining customized allocations with firm-modeled strategies and regular performance monitoring.
Based on Insigneo Advisory Services, LLC
Based on Insigneo Advisory Services, LLC
Flat fees for consulting services; negotiated per client agreement
$0 - $2,000,000: 0.40% to 2.50% $2,000,001+: 0.40% to 2.50% $0+: Platform fee: 0.05% (5 bps) on first $2 million $2,000,001+: Platform fee: 0.03% (3 bps) above $2 million
Account minimum: $100,000 Fee-only: Flat fees for consulting services; fees can also be charged as a percentage of assets under management
1221 Brickell Avenue, 27 Th Floor
Miami, FL 33131
Florida
Insigneo International Financial Services
2023 - 2024 (1 year)
Insigneo Advisory Services
2021 - Present (5 years)
Insigneo Securities, LLC
2021 - Present (5 years)
Wells Fargo Clearing
2018 - 2021 (3 years)
PA Group
2017 - 2018 (1 year)
UBS Financial Services
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Series 65
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Series 65
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Private Lane Capital, LLC
Series 65
Miami, FL
BlueReef Capital
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