Insight Financial provides investment advice through two programs: wealth management and a 20:20 Bond Strategy. The wealth management service offers comprehensive advice on net worth building, retirement planning, and estate planning, tailored to each client's needs. The 20:20 Bond Strategy is designed to provide upside potential with downside protection in the bond market through short-term trading of bond mutual funds.
Assets Under Management$25M
Clients18
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.65% |
| $2M+ | 0.25% |
The 20:20 Bond Strategy has a flat fee of 0.65%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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