Insight Strategic Wealth manages investment portfolios using a long-term strategy focused on broad asset allocation rather than stock picking or market timing. The registered investment advisor primarily recommends passively managed asset class and index mutual funds, particularly from Dimensional Fund Advisors and Vanguard, alongside conservative individual bonds. In addition to investment management, Insight Strategic Wealth consults clients on income and estate tax planning, business sale structures, college savings, retirement planning, insurance analysis, and personal cash flow. The firm works with individuals, high-net-worth clients, trusts, retirement plans, and businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are generally as much as 1.25% of assets under management and are negotiable based on account size, scope of services, and other factors.