Insignia Wealth Advisory offers wealth management services that include both investment management and financial planning. The firm creates personalized investment plans based on clients' goals, risk tolerance, and tax considerations. Insignia Wealth Advisory primarily advises on stocks, bonds, mutual funds, and ETFs. Clients can grant the firm authority to make trades on their behalf. At no additional fee, Insignia Wealth Advisory also provides financial plans to clients, covering areas like net worth, cash flow, insurance, retirement, college planning, and estate planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
If IWA utilizes an Outside Manager, the above fee schedule includes the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.