Insight Financial offers investment advisory and financial planning services, managing portfolios with a tactical allocation strategy. They use various securities and may recommend redistributing investment allocations to diversify portfolios. They also offer pension advisory services and private wealth management planning, which includes progress reports, annual reviews, insurance plan reviews, and tax planning. Insight Financial may recommend third-party money managers and will bill clients for the aggregate fee.
Assets Under Management$28M
Clients74
Advisors3
Avg. per Client$380K
Avg. per Advisor$9.5M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | Included |
Schedule applies to pension plan clients only. Fees for other clients are 2.00% and may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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