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
Bozeman, MT
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
Charles owns Charlie Dingman Fine Art, dedicating a few hours per week to painting. He also owns Dingman Wealth Strategies, offering insurance products and investment advisory services full-time, and is a managing director at Redwood Tax Specialist, using annuities and life insurance for cash balance plans.