Fiduciary Insight, LLC offers tailored investment advice and financial planning consulting services. Investment advice includes reviewing client objectives, recommending asset allocation strategies, and preparing written investment strategies. Financial planning includes risk assessment, investment planning, estate planning, financial organization, and retirement planning. Managed accounts are available to individuals and high net worth individuals.
Assets Under Management$20M
Clients75
Advisors1
Avg. per Client$270K
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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