InSight offers financial planning, including a review of taxes, insurance, investments, estate plans, and debt. They also provide discretionary asset management, using model portfolios tailored to individual client needs and risk tolerance. Clients with at least $250,000 under management receive financial planning at no additional charge. InSight collaborates with third-party consultants like CPAs and lawyers to build financial plans.
Assets Under Management$99M
Clients116
Advisors3
Avg. per Client$850K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...