Henry Goodstein is a registered investment advisor at Insight Financial, INC., based in Richmond, VA, with 13 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 18 clients with $25M 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 $2.0M | 0.65% |
| $2M+ | 0.25% |
The 20:20 Bond Strategy has a flat fee of 0.65%. Fees are negotiable.
Fee Estimator
Location
Richmond, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Insight Financial, INC.
State Registrations1 state
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