Financial Insights Wealth Management
Assets Under Management
$662.7M
Number of Clients
839
Number of Advisors
8
Average Client AUM
$790K
AUM per Advisor
$82.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Financial Insights provides wealth management services tailored to each client's goals, objectives, and risk tolerance. They manage accounts on a discretionary or non-discretionary basis, creating portfolios using various securities like equities, bonds, mutual funds, and ETFs. They may also advise on assets held away in employer-sponsored plans and utilize independent managers.
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
Location
1551 Broadway, Suite 600, Tacoma, WA, 98402