Insight Total Stewardship provides investment management services on both a discretionary and non-discretionary basis. They also offer financial planning and consulting services, including reviews of wills, estate plans, investments, taxes, and insurance. For clients seeking focused guidance, Insight Total Stewardship provides one-time and ongoing financial coaching options. They also hold educational seminars and workshops.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.05% |
| $1M+ | 0.90% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. For assets held away, the fees are: - **$0-$99,999** — 0.75% per year - **$100,000-$249,999** — 0.675% per year - **$250,000-$499,999** — 0.60% per year - **$500,000-$999,999** — 0.525% per year - **$1,000,000 and up** — 0.45% per year