Insight Advisors NW is a registered investment advisor founded in 2012 and based in Beaverton, Oregon. The firm is led by Jody C. Duncan and offers personalized investment management and financial planning services. For investment management, Insight Advisors NW builds custom portfolios using individual stocks, bonds, exchange-traded funds, and mutual funds, and monitors and rebalances accounts according to each client's specific goals and risk tolerance. The firm also provides comprehensive financial planning covering retirement planning, estate planning, education funding, budgeting, tax-related coordination, and cash flow analysis. Insight Advisors NW acts legally required to act in your best interest as a registered investment advisor and serves individual investors and high-net-worth individuals without maintaining a strict account minimum, though the firm may decline smaller portfolios.
Fee Structure
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.