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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may vary based upon the complexity of a client’s situation and the level of service given to each client. In certain circumstances, all fees may be negotiable. A lower fee may be charged for a fixed income and/or cash portfolio.
Fee Estimator
Financial Insights charges an annual wrap fee based on a percentage of assets under management. The bundled fee covers investment advice, custodial services, trade execution, and other management costs. A minimum account balance of $500,000 is required, but this may be reduced or waived. Fees are billed in advance based on the previous quarter's account value and may be negotiable. A discounted rate of 0.50% is offered for Simple IRAs, 403b plans, and endowments for non-profit organizations. A fee of 0.50% is charged for Held Away Accounts in which the Client has authorized us to place trades on behalf of the Client.
Areas of Practice
Advisor Information
Office location
1551 Broadway, Suite 600, Tacoma, WA, 98402
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 Activities
Jordan is a minority owner of Ford Center LLC, a commercial building/property management company. He dedicates minimal time to occasional discussions with the bookkeeper or accountant.