Global Insight Advisors provides investment management and financial planning services to individuals, families, and entities. Global Insight Advisors uses quantitative strategies and custom tools to analyze publicly available data, such as executive and insider trading disclosures, to build diversified portfolios. Global Insight Advisors offers separately managed accounts covering individual equities and exchange-traded funds, with all investment-related services tailored to each client's individual objectives, risk tolerance, and time horizon. Global Insight Advisors recommends Interactive Brokers as the primary custodian for client accounts. In addition to individual wealth management, Global Insight Advisors provides advice on company pension and 401(k) plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.95% |
| $500K - $1.0M | 1.85% |
| $1.0M - $1.5M | 1.75% |
| $1.5M - $2.0M | 1.65% |
| $2.0M - $3.0M | 1.55% |
| $3.0M - $5.0M | 1.40% |
| $5.0M - $7.5M | 1.25% |
| $7.5M - $10.0M | 1.10% |
| $10.0M - $15.0M | 0.95% |
| $15.0M - $25.0M | 0.80% |
| $25M+ | 0.65% |
Rates shown are for individual equity portfolios. Global Insight Advisors also offers Equity ETF and Corporate Bond portfolios (ranging from 0.80% to 0.20%) and Fixed Income ETF portfolios (ranging from 0.50% to 0.10%). Fees are negotiable.