Insight Capital Management offers investment management and financial planning services tailored to individual client needs. The firm considers clients' financial condition, goals, and risk tolerance to make investment recommendations. Insight Capital Management may have discretionary authority to execute transactions. The firm also provides educational seminars and workshops.
Assets Under Management$330M
Clients343
Advisors4
Avg. per Client$960K
Avg. per Advisor$83M
Fee Structure
Planning is charged separately
Insight Capital Management charges a fee based on the value of your portfolio, ranging from 0% to 2% per year, charged quarterly. The fees are negotiable. Great West deducts Insight Capital Management's fee from their annuity investment account.
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