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 63, Series 66
Industry experience
22 years
Jorge De Apodaca III is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. Prior to joining Insigneo in 2018, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2010 to 2018. He is also the owner of Latam Group, LLC, a non-securities business used for tax planning purposes. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers various managed account options and employs a combination of customized allocations and firm-modeled portfolios, incorporating third-party research and oversight by an investment committee.
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 Advisory Services, LLC
2018 - Present (8 years)
Insigneo Securities, LLC
2018 - Present (8 years)
Wells Fargo Clearing
2016 - 2018 (2 years)
WELLS FARGO ADVISORS LLC
2010 - 2016 (6 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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BlueReef Capital
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