Insight Investment

Fee-Only (% of Portfolio)

Insight North America (INA) offers investment advisory services to institutional investors and high-net worth individuals. INA provides both discretionary and non-discretionary investment advisory services. INA offers these services through separate accounts and pooled investment vehicles across various fixed income, risk management, absolute return, and multi-asset strategies. INA also provides sub-advisory services to retail investors through third-party registered investment advisors.

Assets Under Management$140B
Clients1,780
AdvisorsN/A
Avg. per Client$79M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100M
Investment management only (planning not offered)

Insight North America's (INA) advisory fees are generally based on the average or ending market value of your portfolio, calculated either monthly or quarterly. INA may negotiate different fees with clients, and a minimum fee may apply regardless of account size. INA also offers separate accounts subject to incentive or performance fees, generally based on a share of capital gains and subject to a High-Water Mark and possibly a hurdle rate.

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