New Insight Wealth Advisors offers investment advisory services, including asset management and financial planning. For asset management, portfolios are tailored to client needs and continuously monitored. Financial planning is offered on a complimentary basis to asset management clients and covers various areas like retirement, estate, and tax planning. The firm also provides retirement plan consulting services to employer plan sponsors.
Assets Under Management$340M
Clients356
Advisors5
Avg. per Client$950K
Avg. per Advisor$68M
www.linkedin.com/company/new-insight-wealth ·www.linkedin.com/in/michaellee0 ·www.newinsightwealth.com
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable. Key factors that will be used to determine the ultimate fee paid by the client include but are not limited to, assets under management, frequency of contact and overall complexity of the client’s situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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