Sheila Madrigal is a registered investment advisor at Insight Folios, based in Glendale, AZ, with 26 years of industry experience. Sheila operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,228 clients with $330M 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 $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.
Fee Estimator
Location
18001 N 79th Ave, #A15, Glendale, AZ, 85308
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
March 2019Customer Dispute
January 2019Other Business ActivitiesSells Insurance
Sheila is an insurance producer since 2022, soliciting and selling insurance products through Kaizen Wealth Management. This activity takes a full-time commitment, with approximately a few hours per week occurring during trading hours.
Employment History
Current Registrations
Insight Folios
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.