Insight Advisors NW offers investment advisory services, working with clients to identify their investment goals and risk tolerance to create a suitable portfolio allocation. They may recommend third-party investment advisors. Insight Advisors NW also offers financial planning services, preparing written plans that cover various aspects of a client's financial life, including investment planning, retirement planning, estate planning, and debt management.
Assets Under Management$39M
Clients70
Advisors1
Avg. per Client$550K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $75K | 1.65% |
| $75K - $150K | 1.50% |
| $150K - $300K | 1.35% |
| $300K+ | 1.20% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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