Insigneo Advisory Services (IAS) offers investment advice through managed accounts, its own managed portfolios (I-maps), and third-party managers. IAS provides both discretionary and non-discretionary accounts, tailoring investment strategies to each client's objectives and risk profile. Consulting services are also available, where clients retain responsibility for implementing recommendations. IAS also serves as the Investment Advisor to Insigneo Access – Vintage Fund I LP.
Assets Under Management$3.6B
Clients3,346
Advisors187
Avg. per Client$1.1M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Insigneo Advisory Services offers several investment management options:
- Managed Accounts/IMAPs/Third Party Manager: Fees range from 0.40% to 2.50% of the account's gross asset value annually. Fees are negotiable and can be charged in arrears or in advance.
- Insigneo MultiAsset Portfolios (I-maps): Fees range between 0.25% and 0.50% annually, based on the value of your portfolio. Investment advisor representatives may charge an additional fee ranging between 1% to 2%, depending on the strategy the client selects under I-maps. This fee covers execution and platform fees.
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Location
187 Advisors at this firm
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