Insight Investment Advisers offers ongoing investment management where they make investment recommendations and handle the buying and selling of investments for you. They also provide financial planning services, including advice on education funding, retirement, estate planning, risk management, and taxes. All services are tailored to your specific needs, and you can set restrictions on how your money is managed.
Assets Under Management$55M
Clients90
Advisors3
Avg. per Client$610K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.15% |
| $500K - $1000K | 1.05% |
| $1M+ | 0.95% |
Schedule is for Comprehensive Asset Management (includes financial planning and advisor meetings). Basic Asset Management fees are: $0 - $99,999: 0.75%, $100,000 - $499,999: 0.65%, $500,000 and above: 0.55%. Specialized Asset Management (Alternative Assets Only) fees are up to 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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