Insight Financial Services provides investment advice and financial planning to individuals, families, and businesses. Insight Financial Services offers portfolio management, financial planning, pension consulting, and educational seminars. Investment advice is tailored to each client's needs and objectives. Insight Financial Services may use third-party asset managers to manage a portion of client accounts.
Assets Under Management$210M
Clients444
Advisors5
Avg. per Client$480K
Avg. per Advisor$43M
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Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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