Assets Under Management
$341.4M
Number of Clients
1,254
Number of Advisors
17
Average Client AUM
$272K
AUM per Advisor
$20.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Insight Folios provides portfolio management services tailored to individual client goals and risk tolerance, including investment strategy, asset allocation, and regular monitoring. They also offer financial planning services covering budgeting, tax minimization, insurance, retirement, and estate planning. Sub-advisory services are also offered to other registered investment advisor firms.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 2.59% |
| $1.0M - $2.0M | 2.45% |
| $2.0M - $5.0M | 2.30% |
| $5M+ | 2.30% |
Asset-based fees are negotiable at INS's discretion.
10800 Sikes Place, Suite 110, Charlotte, NC, 28277