Assets Under Management
$3.6B
Number of Clients
3,346
Number of Advisors
173
Average Client AUM
$1.1M
AUM per Advisor
$20.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Insigneo Advisory Services (IAS) offers investment advisory services to retail and institutional clients through managed accounts, I-maps, and third-party managers. Services are tailored to client objectives and risk profiles. IAS also provides portfolio consulting services. Fees are negotiable and can be charged as a percentage of assets or a flat fee.
1221 Brickell Avenue, 27th Floor, Miami, FL, 33131