InnoSight Wealth Management provides customized wealth management services, including portfolio management and ongoing financial planning, for individuals and high-net-worth individuals. InnoSight Wealth Management builds investment portfolios primarily using exchange-traded funds and mutual funds, while also considering individual stocks, bonds, real estate investment trusts, and alternative investments. InnoSight Wealth Management acts as a registered investment advisor and a legal fiduciary, meaning the firm must act in your best interest. In addition to managing investments, InnoSight Wealth Management offers standalone and ongoing financial planning covering retirement, taxes, estate planning, education savings, and insurance needs. The firm generally requires a minimum relationship size of $500,000, though this may be adjusted at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of the advisor.