Insight Tax & Finance LLC provides investment advice and financial planning to individuals, high net worth individuals, and businesses. They tailor investment advice to your needs and objectives, and may use model portfolios. Financial planning services are available for clients with at least $500,000 in assets under management, but this minimum may be waived.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $120K | 1.00% |
| $120K+ | 1.00% |
Fees are the greater of $300 per quarter or 1% annually. Once assets under management exceed $120,000, the flat fee is no longer charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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