Insight Investment Solutions provides investment management and financial planning services to individuals, high net worth clients, families, and trusts. Insight manages client portfolios on a discretionary basis, tailoring them to the client's goals, objectives, and financial situation. Financial planning is included with portfolio management and covers investment analysis, cash flow and tax planning, retirement planning, education planning, and risk management.
Assets Under Management$35M
Clients45
Advisors1
Avg. per Client$780K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.00% |
| $150K - $500K | 0.85% |
| $500K - $900K | 0.75% |
| $900K - $2.0M | 0.65% |
| $2M+ | 0.55% |
Fees may be negotiable in special situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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