Insignia Capital Group, L.P
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Learn more about Insignia Capital Group, L.P
Insignia Capital Group, L.P is a financial advisory company headquartered in Walnut Creek, California. Insignia Capital Group, L.P administers $1.3 billion in total assets throughout four accounts, placing it among the largest firms in the nation by assets under management (AUM). Insignia Capital Group, L.P has a small group, including 9 financial advisors. Insignia Capital Group, L.P does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like bonds, stocks and options.
Insignia Capital Group, L.P oversees all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which transaction decisions for the client's account are made by a portfolio manager without needing to seek client consent. Insignia Capital Group, L.P's average account size is $325.5 million. The average financial advisor at Insignia Capital Group, L.P manages fewer than one client account, making it one of the most personalized advisor firms in the country.
Insignia Capital Group, L.P's headquarters is located at 1333 N. California Blvd., Walnut Creek, California 94596. Insignia Capital Group, L.P is allowed to serve clients in the state of California.
Assets Under Management
Number of Advisors
Insignia Capital Group, L.P by the Numbers
Fees for financial advice largely vary depending on the services provided. Fee types charged by Insignia Capital Group, L.P most likely consist of the following fee types: asset-based or performance-based. Insignia Capital Group, L.P does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 26% of firms
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 21% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 32% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
The company works with pooled investment vehicles. Out of its four accounts, Insignia Capital Group, L.P's biggest client is pooled investment vehicles. None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Insignia Capital Group, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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