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 65
Industry experience
32 years
Pedro Isern is a financial advisor at Insigneo Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services, Inc. for 16 years. Outside of his advisory role, he volunteers with the Kiwanis Club of Little Havana and serves on the board of The Pyramids Condominium Association. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, and institutional clients. The firm offers customized investment solutions, combining adviser-managed accounts with firm-modeled portfolios, and utilizes a range of asset classes alongside third-party research to monitor performance.
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
California · Florida · North Carolina
Insigneo Advisory Services, LLC
2022 - Present (4 years)
Insigneo Securities, LLC
2022 - Present (4 years)
UBS Financial services inc
2006 - 2022 (16 years)
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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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CFP®, ChFC®, Series 63, Series 65
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Series 65
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CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Series 65
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Private Lane Capital, LLC
Series 65
Miami, FL
BlueReef Capital
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