Assets Under Management
$829.6M
Number of Clients
461
Number of Advisors
7
Average Client AUM
$1.8M
AUM per Advisor
$118.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Capital Insight Partners offers discretionary and non-discretionary portfolio management services, creating and managing portfolios based on clients' individual needs and investment policies. They invest in various securities, including stocks, bonds, mutual funds, and ETFs. The firm also offers sub-advisory services and investment consulting for retirement plans.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M+ | 1.00% |
All fees are negotiable.
7328 East Deer Valley Road, Suite 105, Scottsdale, AZ, 85255