Fee Structure
Here at Insight Wealth Management, our goals is to provide insightful, comprehensive guidance at a price that provides value and is fair to all parties. In that spirit of transparency, here is a summary of our current fees.
| Total Assets Under Management (AUM) | Advisory Fee (per year) |
|---|---|
| Less than $1,000,000 | 1.35%** |
| $1,000,000 and above | 1.10% (sliding fee schedule available for larger clients) |
| Capital Preservation (Money Market, CD and Treasury ladders, etc.) |
0.55% |
Our minimum management fee is $3,750/year (equivalent to 1.35% of $277,000). This is so that we can provide all our clients with a base level of service that will fit their needs.
There is no additional platform fee and there are no extra fees for trades, withdrawals, deposits, paper statements, or paper tax documents.
Please note that this chart is intended as a general guide, but does not include all possible services or situations and is subject to change. Inquire directly for more details.