InsuraWealth manages investment portfolios and offers financial planning services. Planning covers retirement, risk management, college savings, cash flow, debt management, and estate planning. For investment management, InsuraWealth can manage portfolios directly or use third-party managers like Betterment. InsuraWealth works with individuals, high net worth individuals, pension and profit sharing plans, and other entities.
Assets Under Management$17M
Clients101
Advisors1
Avg. per Client$160K
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $1000K | 0.70% |
| $1M+ | 0.65% |
Fees are negotiable. The same fee schedule applies to both direct investment management and investment advisory services using outside managers.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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