Island Insight Wealth LLC is a registered investment advisor based in Lee's Summit, Missouri, that provides portfolio management and integrated retirement planning services primarily to individuals, families, and retirees. Founded by David Jacobberger, the firm uses a data-driven, quantitative approach powered by proprietary machine learning models to construct, monitor, and adjust client portfolios. Island Insight Wealth offers discretionary investment management, tailoring portfolios to each client's specific financial goals, risk tolerance, and time horizon. The firm focuses on broad asset classes, including exchange-traded funds, mutual funds, individual stocks, and fixed-income securities. In addition to investment management, the firm provides integrated financial planning and retirement planning support as part of the ongoing relationship.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are billed quarterly in advance. Advisory fees are not negotiable.