Insights Investments LLC offers investment management services through automated computer algorithms. Clients can select from model, thematic, BlackRock, or AI portfolios, or invest in single stocks. The firm automatically implements and rebalances portfolios based on client risk profiles determined through a questionnaire. Insights Investments LLC operates through a mobile app and website.
Fee Structure
Insights Investments LLC charges an annual management fee for model, thematic, BlackRock, and AI portfolios, ranging from 0.25% to 2.00% of the value of your portfolio. For single stocks, the firm charges up to $10 per month, depending on the amount invested. There are no fees for investments in single stocks between $0 and $999. Fees are calculated monthly and charged the following month.