Jody Duncan is a CFP-designated registered investment advisor at Insight Advisors Nw, LLC, based in Beaverton, OR, with 24 years of industry experience. Jody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 70 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $75K | 1.65% |
| $75K - $150K | 1.50% |
| $150K - $300K | 1.35% |
| $300K+ | 1.20% |
Fees are generally negotiable.
Fee Estimator
Location
11200 SW Allen Blvd, Suite 100, Beaverton, OR, 97005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Insight Advisors Nw, LLC
Previous Registrations
Newfocus Financial Group, LLC
The H Group, INC.
State Registrations2 states
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