Insight Wealth Strategies offers customized investment management and financial planning services for individuals, high-net-worth clients, businesses, and retirement plans. The firm builds portfolios using low-cost exchange-traded funds, individual stocks, and alternative investments, tailored to each client's goals and risk tolerance. Clients with more than $1,000,000 in assets under management receive financial planning services included within their investment management. For standalone planning or consulting, services are provided on an hourly or flat-fee basis, covering areas such as retirement planning, personal savings, education funding, and insurance needs. Insight Wealth Strategies operates as a registered investment advisor and acts in its clients' best interests as a fiduciary.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1%. Fees are negotiable. Financial planning is included for accounts with over $1,000,000 in assets under management.