Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 2.59% |
| $1.0M - $2.0M | 2.45% |
| $2.0M - $5.0M | 2.30% |
| $5M+ | 2.30% |
Asset-Based fees are negotiable at INS's discretion.
Fee Estimator
Insight Folios charges an annual asset-based fee for portfolio management, ranging from 2.59% on the first $999,999 to a negotiated rate for assets over $5,000,000. Financial planning fees range from $2,500 to $5,000 for standard plans. Hourly fees are $250, with engagements typically requiring 8-20 hours. ERISA Plan Advisory Services range from 0.25% - 0.75% of plan assets and are negotiable. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
10800 Sikes Place, Suite 110, Charlotte, NC, 28277
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is an independent insurance agent with JD Mellberg LLC since 2019, dedicating about 100 hours per month. Mark also owns rental property and is an owner at Blackwater Financial, LLC, selling insurance and annuities for 120 hours per month.