Insight Asset Management is an investment management firm that tailors its services to individual client needs. They invest in various asset classes, including fixed income and equity investments, using a flexible long/short equity approach. Clients can place restrictions on investments. The firm seeks long-term capital appreciation and preservation of capital.
Assets Under Management$13M
Clients33
Advisors1
Avg. per Client$400K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable for clients with over $1,000,000 under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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