Insignia Wealth Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,036,000
Total clients
66
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
66
Average account size
$318,727
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
1.5% annually, paid monthly in arrears based on average daily balance
Account minimum: $1,000 to open or maintain an account, may be reduced or waived on a case-by-case basis Fee-only: Fee-only firm; no commissions or other sales-related compensation
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Insignia Wealth Advisory
615 4 Th Avenue
Opelika AL 36801, United States
Number of offices
1
Forms ADV
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