Charles Dingman is a registered investment advisor at Insight Folios, based in Bozeman, MT, with 15 years of industry experience. Charles 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
Bozeman, MT
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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 →Other Business ActivitiesSells Insurance
Charles owns Charlie Dingman Fine Art, dedicating a few hours per week to painting. He also owns Dingman Wealth Strategies, offering insurance products and investment advisory services full-time, and is a managing director at Redwood Tax Specialist, using annuities and life insurance for cash balance plans.
Employment History
Current Registrations
Insight Folios
Previous Registrations
Brookstone Wealth Advisors, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Foothill Securities, INC.
Foothill Securities, INC.Broker
Alamo CapitalBroker
Fmsbonds, INC.Broker
State Registrations2 states
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.