Insight Investment Counsel offers continuous investment advice based on individual client needs. They develop a personal investment policy and manage a portfolio based on client goals, risk tolerance, and liquidity needs. They review portfolios at least quarterly and rebalance as needed. Investment recommendations include a variety of securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule shown is for Balanced and Equity Only Portfolios. Fixed Income Only Portfolios have a different schedule: $1,000,000 to $10,000,000: 0.50% and Over $10,000,001: 0.30%. A minimum of $1,000,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances. Discounts, not generally available to our advisory clients, may be offered to family members and friends of associated persons of our firm. Fees may be negotiable.