Capital Insight Partners, LLC
Assets Under Management
$829.6M
Number of Clients
461
Number of Advisors
7
Average Client AUM
$1.8M
AUM per Advisor
$118.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capital Insight Partners offers discretionary and non-discretionary portfolio management services, creating and managing portfolios based on clients' individual needs and investment policies. They invest in various securities, including stocks, bonds, mutual funds, ETFs, and alternative investments. The firm also offers sub-advisory services and investment consulting for retirement plans.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M+ | 1.00% |
All fees are negotiable.
Fee Estimator
The annual fee for portfolio management is a percentage of assets under management, paid quarterly in advance. The fee includes certain brokerage commissions and third-party manager fees. A minimum annual fee of $20,000 is generally applied, unless waived. Fees are negotiable based on individual needs, account size, and requested services. The wrap fee may be more or less than fees charged separately for management and transaction brokerage services.
Areas of Practice
Location
7328 East Deer Valley Road, Suite 105, Scottsdale, AZ, 85255