Julia Fritzlen is a registered investment advisor at Insight Investment Advisers LLC, based in Leawood, KS, with 2 years of industry experience. Julia 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, Tax Planning. Their firm serves 90 clients with $55M 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 $100K | 1.25% |
| $100K - $500K | 1.15% |
| $500K - $1000K | 1.05% |
| $1M+ | 0.95% |
Schedule is for Comprehensive Asset Management (includes financial planning and advisor meetings). Basic Asset Management fees are: $0 - $99,999: 0.75%, $100,000 - $499,999: 0.65%, $500,000 and above: 0.55%. Specialized Asset Management (Alternative Assets Only) fees are up to 1%.
Fee Estimator
Location
5251 W 116th Place,, Suite 200, Leawood, KS, 66211
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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 Investment Advisers LLC
State Registrations1 state
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