Insight Wealth Strategies manages investment portfolios for individuals and high-net-worth individuals. They work with clients to determine investment objectives and risk profiles, then design a written investment policy. Insight Wealth uses investment and portfolio allocation software to evaluate portfolio designs, continuously monitoring client portfolios and holding review meetings. They may also consult on financial areas including tax planning, college planning, and retirement planning.
Assets Under Management$110M
Clients66
AdvisorsN/A
Avg. per Client$1.7M
Avg. per AdvisorN/A
www.linkedin.com/in/dean-mccormick-37a1201ba ·www.insightwealthlp.com ·www.linkedin.com/company/insight-wealth-strateg...
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Minimum Annual Fee:$22,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Minimum fee of $22,500 may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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