INS Capital Management offers personalized portfolio management and financial planning services. They primarily use exchange traded funds (ETFs) to build transparent portfolios, minimize single stock risk, and offer low-fee account alternatives. INS Capital manages client portfolios on a discretionary basis and also provides financial planning as a stand-alone service.
Assets Under Management$12M
Clients19
Advisors1
Avg. per Client$620K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
0.50% annual management fee for Serious Dough Adviser (Passive) accounts. 1.00% annual management fee for ETF Adviser (Active) accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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