SM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
17 advisors
Number of Clients
1,254 clients
Average Client Portfolio
$272K average
Assets Under Management
$341.4M
Fee Structure
Minimum Investment:None
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$2,500 - $5,000
Hourly Rate:Up to $250/hr
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
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
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Advisor Information
Office location
18001 N 79th Ave, #A15, Glendale, AZ, 85308
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2019Customer Dispute
January 2019Settled
Other Business ActivitiesSells Insurance
Sheila is an insurance producer since 2022, soliciting and selling insurance products through Kaizen Wealth Management. This activity takes a full-time commitment, with approximately a few hours per week occurring during trading hours.
Employment History
Current Registrations
Insight Folios
February 2020 - Present · 5 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - March 2019 · 6 yrs 5 mos
J.P. Morgan Securities LLC Broker
October 2012 - March 2019 · 6 yrs 5 mos
Chase Investment Services CORP.
November 2007 - October 2012 · 4 yrs 11 mos
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities CorporationBroker
February 1999 - July 2005 · 6 yrs 5 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.