Assets Under Management
$662.7M
Number of Clients
839
Number of Advisors
8
Average Client AUM
$790K
AUM per Advisor
$82.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Financial Insights offers wealth management services, assessing client risk tolerance to develop and manage portfolios. They manage accounts on a discretionary or non-discretionary basis, using various securities and considering client needs, timeline, and liquidity. They may utilize unaffiliated investment managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may vary based on complexity and service level. Negotiable in certain circumstances. Discount rate of 0.50% for Simple IRAs, 403b plans and endowments.
1551 Broadway, Suite 600, Tacoma, WA, 98402