Financial Insights is a registered investment advisor based in Tacoma, Washington, offering wealth management, retirement planning, financial planning, and pension consulting services. Founded in 1984, the firm helps clients build and manage portfolios tailored to their risk tolerance, timeline, and liquidity needs. Financial Insights manages accounts on both a discretionary and non-discretionary basis, utilizing individual stocks, bonds, exchange-traded funds, mutual funds, and independent managers. The firm specializes in comprehensive financial planning addressing retirement, tax strategies, estate planning, insurance, education funding, and charitable giving. Financial Insights also offers a Bridge Program for retired financial professionals and sophisticated investors seeking structured guidance and transition planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.15% |
Fees may be negotiable. Lower fees may be charged for fixed income or cash portfolios. Non-profit organizations receive a discount rate of 0.50% for Simple IRAs, 403b plans, and endowments. Bridge Program is charged at a flat 0.25%.