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
Leigh is a partner at Divergent Financial Marketing, spending a few hours per week on this non-investment related activity. Leigh also holds a life insurance license and works with clients to provide fixed products, and is the licensed principal for a small FMO agency focused on fixed business, and owns rental properties, spending minimal time on it.