Investment Insight Wealth Management offers investment management and financial planning services to individuals, families, and businesses. Investment management includes creating a portfolio of stocks, bonds, ETFs, and mutual funds tailored to the client's goals and risk tolerance. Financial planning covers retirement, tax, estate, education, and insurance planning. The firm also provides retirement plan consulting services to employer plan sponsors.
Assets Under Management$180M
Clients133
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Minimum annual fee of $6,250. If account value falls below $500,000, the client will be charged a flat rate of 1.25% of assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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