Wealth management services.
Providing specialized regional expertise and operational continuity.
Our team:
Leadership with global vision.
Frequently Asked Questions
Who can open an account?
US/non-US individuals or entities may open accounts with a minimum investable amount of $100,000 for advisory accounts and $50,000 for I-Maps accounts.
What are your charges and fees?
Clients pay fully disclosed commissions and/or mark-ups on transactions and trades made in brokerage accounts, management fees on mutual and other fund vehicles, and advisory fees on assets under management for advisory accounts. These commissions and fees are usually agreed to with the investment professionals at the inception of the relationship.
In addition to these fees, clients pay an annual account maintenance fee and certain confirmation charges. A fully disclosed pricing sheet is available upon request.
What languages do we speak?
Insigneo investment professionals, affiliated entities, and support staff speak English, Spanish, and Portuguese.
What documents do you need to open an account?
A valid government-issued identification, proof of residence, and a verifiable source of funds are needed to open an account. For non-individual accounts, additional documentation requirements will apply.