Insight Strategic Wealth (ISW) manages investment portfolios and offers financial planning services to individuals, retirement plans, trusts, charities, corporations, and small businesses. ISW works with clients to determine their investment objectives and risk tolerance, then designs a written investment policy. ISW primarily uses passively managed asset class and index mutual funds, and may use individual bonds. ISW also provides financial planning advice on areas like tax, education, retirement, and estate planning.
Fee Structure
ISW's fees for investment management are based on a percentage of the value of your portfolio. The exact percentage is negotiable and can vary depending on the amount you invest, the services you need, and other factors. The fee can be as high as 1.25% per year. ISW typically requires a minimum annual fee of $6,000. If ISW uses an independent third-party investment advisor for separate account management, that advisor will charge its own fee.