Hanshal Anguluri is a registered investment advisor at Insight Financial, based in Tigard, OR, with 13 years of industry experience. Hanshal 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 74 clients with $28M 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 | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | Included |
Schedule applies to pension plan clients only. Fees for other clients are 2.00% and may be negotiated.
Fee Estimator
Location
7307 SW Beveland Road, Suite 200, Tigard, OR, 97223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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