Insight Financial Group (IFG) provides customized advisory services, including the LifePath Design Process, the Insight LifePath, and the Virtual CFO Solution. The LifePath Design Process helps clients clarify goals and organize finances. The Insight LifePath offers comprehensive financial planning and implementation. The Virtual CFO Solution provides business consulting for entrepreneurs. IFG manages investments on a discretionary or non-discretionary basis, primarily using exchange-traded funds (ETFs).
Fee Structure
IFG does not charge a percentage of your portfolio. Instead, they charge a fixed price for their services, which is detailed in your agreement. The price is based on the complexity of your situation, the professionals involved, the value of services, assets managed, number of meetings, planning areas, and resources required.