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Hector Equihua

Advisor at Insigneo Advisory Services, LLC

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Insigneo Advisory Services, LLC logo

Firm

Insigneo Advisory Services, LLC

Location

Miami, FL 33131

Credentials

Series 66

About

Hector Equihua is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and based in Laredo, TX. He has experience at Insigneo Advisory Services and Insigneo Securities, as well as eight years at International Bank of Commerce. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, institutional, and banking clients. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party research and a range of investment vehicles including equities, fixed income, and alternative investments.

Client services

Based on Insigneo Advisory Services, LLC

Portfolio management Selection of other advisers
Consolidation reporting and consulting services

Expertise

Based on Insigneo Advisory Services, LLC

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing

Fee options

Fixed

Flat fees for consulting services; negotiated per client agreement

Percentage

$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

Other

Account minimum: $100,000 Fee-only: Flat fees for consulting services; fees can also be charged as a percentage of assets under management

Location

1221 Brickell Avenue, 27 Th Floor

Miami, FL 33131

Most active in

Florida · Texas

Work history

Insigneo Advisory Services, LLC

2026 - Present (1 year)

Insigneo Securities LLC

2025 - Present (1 year)

International Bank of Commerce

2023 - 2025 (2 years)

International Bank of Commerce

2015 - 2023 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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