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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets managed, billed quarterly in advance. The firm generally requires a $1,000,000 account minimum, but this may be waived. Financial planning is included for investment management clients. The standard tiered investment management fee schedule is listed in the table above. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
3901 Fairfax Drive, Suite 400, Arlington, VA, 22203
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John Robert PughRegulatory 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 →Employment History
Current Registrations
Evermay Wealth Management, LLC
Previous Registrations
Insight Wealth Management, INC.
State Registrations2 states
Exams
Additional Information
Insight Wealth Management (IWM) is an independent, fee-only investment management and financial planning firm located in Gainesville, Virginia. With IWM, you will work directly with one of the most respected investment professionals in the Washington, DC region. Bob Pugh, CFA, CFP®, the Founder and President of IWM, has over twenty years of experience as an investment advisor, economic analyst, educator, financial planner and portfolio manager. His colleagues in the 1,700-member CFA Society of Washington, DC elected him twice to serve as Society President, the only member in the Society's sixty-year history to enjoy that distinction. Colleagues from CFA Societies from Maine through Virginia elected him to serve a two-year term as the Eastern Region Presidents Council Representative with the CFA Institute. The Chartered Financial Analyst (CFA) designation is the global gold standard of credentials in the investments profession. Bob has taught investment analysis and portfolio management for the Johns Hopkins University's Carey School of Business, for the Johns Hopkins University School of Medicine's "Business of Medicine" program, for CFA candidates in the United States and internationally, and for numerous other organizations and institutions of higher learning.In November 2011, "Medical Economics," the leading business publication for medical professionals in the United States, named Bob as one of the Best Financial Advisers for Doctors in the nation. Insight Wealth Management, Inc. works with doctors and other medical professionals, as well as people in many other professions and retirees.