Insight Wealth Partners (IWP) provides investment advice and financial planning to individuals, families, and businesses. IWP offers services like investment management, retirement planning, estate planning, and tax planning. IWP also refers clients to third-party money managers. As a fee-only firm, IWP aims to align its interests with its clients.
Assets Under Management$970M
Clients905
Advisors16
Avg. per Client$1.1M
Avg. per Advisor$61M
Fee Structure
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.65% |
| $6M+ | 0.50% |
Schedule is for Traditional Portfolio Management. Synthetic Equity Portfolio Management has a different schedule: $0-$300K: 1.95%, $300,001-$1M: 1.75%, $1,000,001-$2M: 1.50%, $2,000,001-$3M: 1.25%, $3,000,001-$5M: 1.00%, $5,000,001-$10M: 0.75%, Over $10M: 0.50%. If insurance/annuity products are recommended and a commission is received, no advisory fees will be charged on those assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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