Financial Insights offers financial planning and wealth management services. Financial planning includes retirement planning, tax strategies, and estate planning. Wealth management involves managing investment portfolios based on a client's goals and risk tolerance, using various securities like stocks, bonds, and ETFs. Financial Insights may also recommend unaffiliated investment managers. They also offer a Bridge Program for retired financial professionals needing investment guidance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 be negotiable. A lower fee may be charged for a fixed income and/or cash portfolio. For non-profit organizations, Financial Insights offers a discount rate of 0.50% for Simple IRAs, 403b plans and endowments. For Held Away Accounts in which Financial Insights places trades on behalf of the Client, Financial Insights charges a fee of 0.50%.