Insight Wealth Strategies offers investment advice to individuals, high net worth individuals, trusts, estates, businesses, institutions, and retirement plans. They provide customized investment solutions through personal contact and discretionary investment management. For clients with over $1,000,000, financial planning is included. Insight Wealth Strategies also offers financial planning and consulting services on an hourly or flat-fee basis. They may recommend unaffiliated investment managers and provide ongoing oversight.
Assets Under Management$1.1B
Clients567
Advisors9
Avg. per Client$1.9M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...