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
28 years
Patricia Holder is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, accumulating 15 years at the latter. Patricia is also a managing director with Phoenix Private Wealth Management LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm employs a combined approach of customized allocations and firm-modeled portfolios, utilizing third-party research and a dedicated investment committee to oversee diverse asset classes and client-imposed restrictions.
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 · Texas
Insigneo Advisory Services LLC
2024 - Present (2 years)
Insigneo Securities LLC
2024 - Present (2 years)
Morgan Stanley Private Bank, National Association
2015 - 2024 (9 years)
Morgan Stanley Smith Barney
2009 - 2024 (15 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Fund sponsor
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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
Miami, FL
BlueReef Capital
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