Insight Financial Strategists provides personalized investment management and financial planning services to individuals, high net worth families, trusts, estates, and business entities. The firm builds tailored portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, and alternative holdings, focusing on long-term growth and tax efficiency. Investment management is offered on a discretionary basis, where the firm makes day-to-day trading decisions based on your goals and risk tolerance. In addition to portfolio management, Insight Financial Strategists offers standalone financial planning and consulting covering retirement, taxes, estate planning, education funding, and executive compensation. Clients can also receive assistance with tax preparation and planning through recommended third-party accounting firms. The firm operates as an independent registered investment advisor based in Newton, Massachusetts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30M+ | 0.30% |
A minimum household charge of $12,000 per year generally applies, which may be waived or reduced at the firm's discretion. Fees may be negotiable.
