Insight Family Financial provides investment management and financial planning services to individuals and high-net-worth individuals. Investment management is offered on both a discretionary and non-discretionary basis. Wealth management services include financial planning and investment oversight. Financial planning services include retirement planning, tax strategies, risk management, and estate planning.
Assets Under Management$1.1M
Clients11
Advisors1
Avg. per Client$100K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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