Insight Personal Finance offers financial planning services covering various aspects like business planning, cash flow management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, real estate planning, risk management, tax planning, and impact investment planning. For investment management, Insight refers clients to Focus Partners Strategic Partners.
Fee Structure
Insight Personal Finance refers clients to Focus Partners for investment management. Insight is compensated from the advisory fee deducted by Focus Partners. Investment advisory fees range from 0.75% to 1.5% annually, based on account size, service level, and agreements with existing clients. New clients with lower account balances may be subject to fees at the higher end of the range (up to 1.5%). Fees are negotiable and paid quarterly in advance.
