Insight Financial Strategists offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, including full written plans covering investments, retirement, taxes, education, and estate planning, as well as modular plans focusing on specific areas. Insight Financial Strategists also offers consultations for specific financial planning issues. Tax preparation services are offered through recommended third-party accounting firms.
Assets Under Management$25M
Clients24
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$8.5M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30M+ | 0.30% |
In some circumstances the fee charged may be less than above. A minimum household charge of $12,000 per year generally applies. This household charge may be waived or reduced at the discretion of Insight Financial Strategists.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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