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
23 years
Maria Guevara Fajardo is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. She is the president and owner of Max Advisor Corp, a non-securities related business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm combines customized allocations with firm-modeled portfolios and utilizes third-party research to monitor performance across a range of asset classes.
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
Colorado · Florida
Insigneo Advisory Services LLC
2023 - Present (3 years)
Insigneo Securities LLC
2023 - Present (3 years)
Morgan Stanley Private Bank, N.A
2020 - 2023 (3 years)
Morgan Stanley Smith Barney LlC
2019 - 2023 (4 years)
UBS Financial Services
2012 - 2019 (7 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
Miami, FL
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