Insight Folios (INS) provides ongoing portfolio management based on individual client goals and risk tolerance. INS creates an investment policy for each client. INS typically operates with authority to make trades without asking first, but can also work with clients who want to approve each trade. INS also offers financial planning services covering budgeting, taxes, investments, insurance, retirement, and estate planning. INS may also act as a sub-advisor to other registered investment advisor firms.
Assets Under Management$330M
Clients1,228
Advisors20
Avg. per Client$270K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.59% |
| $1.0M - $2.0M | 2.45% |
| $2.0M - $5.0M | 2.30% |
| $5M+ | 2.30% |
Asset-based fees are negotiable at INS's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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