Insight Folios
Assets Under Management
$341.4M
Number of Clients
1,254
Number of Advisors
17
Average Client AUM
$272K
AUM per Advisor
$20.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Insight Folios provides portfolio management based on client goals and risk tolerance, financial planning using Simplicitree software, and ERISA plan advisory services. They offer both discretionary and non-discretionary management. The firm also acts as a sub-adviser to other registered investment adviser firms.
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 for accounts over $5,000,000.
Fee Estimator
For portfolio management, fees are based on assets under management, ranging from 2.59% to a negotiated rate for accounts over $5 million. Financial planning fees range from $2,500 to $5,000 for standard plans, or $250 per hour. ERISA plan advisory fees range from 0.25% to 0.75% of plan assets and are negotiable. Clients can terminate agreements with written notice and receive a refund for unperformed services.
Areas of Practice
Location
10800 Sikes Place, Suite 110, Charlotte, NC, 28277