Compound Insight, LLC offers investment management services tailored to clients' needs, focusing on equities. The firm works with clients to establish investment goals and objectives, allocating portfolios among publicly traded companies' stocks. Compound Insight requires discretionary authority to manage client accounts without prior consultation, rebalancing portfolios as market conditions and client circumstances change. Clients are responsible for notifying Compound Insight of any significant changes to their financial situation.
Fee Structure
Compound Insight manages investments for a fee that ranges from 0.15% to 0.60% annually. This fee is calculated each quarter based on the value of your investments on the last day of the previous quarter. The fees are negotiable and may vary depending on the amount of assets managed and the nature of the relationship. In addition to the investment management fee, some clients may also pay a performance-based fee between 15% and 20% of the amount their account outperforms a benchmark index.