Patricia Taylor is a PFS-designated registered investment advisor at Insight Strategic Wealth LLC, based in Knoxville, TN, with 15 years of industry experience. Patricia 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 4 more. Their firm serves 194 clients with $260M in assets under management.
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Fee Structure
ISW's fees for investment management are based on a percentage of the value of your portfolio. The exact percentage is negotiable and can vary depending on the amount you invest, the services you need, and other factors. The fee can be as high as 1.25% per year. ISW typically requires a minimum annual fee of $6,000. If ISW uses an independent third-party investment advisor for separate account management, that advisor will charge its own fee.
Location
10107 Sherrill Blvd, Knoxville, TN, 37932
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Insight Strategic Wealth LLC
State Registrations1 state
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