Capital Insights Group of WNY provides financial planning and investment management services. They offer custom financial plans covering savings, investments, insurance, taxes, and estate planning. Investment management services are available on a discretionary or non-discretionary basis, managing portfolios based on client goals and risk tolerance. Capital Insights Group of WNY may recommend outside professionals like attorneys or accountants, but does not receive referral fees.
Assets Under Management$43M
Clients120
Advisors2
Avg. per Client$360K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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