Overview
- Headquarters
- Charlotte, NC
- Total Firm Assets
- $331 million
- Average High-Net-Worth Client Portfolio Size
- $1.6 million
Fee Disclosure
Source: ADV PART 2A-INSIGHT FOLIOS (2026-02-23)
· View brochure text
Latest filing: ADV PART 2A-INSIGHT FOLIOS (2026-03-19)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 2.59% |
| $1,000,001 | $2,000,000 | 2.45% |
| $2,000,001 | $5,000,000 | 2.30% |
| $5,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $25,900 | 2.59% |
| $5 million | $119,400 | 2.39% |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 35.18%
- Number of High-Net-Worth Clients
- 73
- Total Client Accounts
- 2,223
- Discretionary Accounts
- 2,223
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 174411
- ADV PART 2A-INSIGHT FOLIOS (2026-03-19) · View brochure text
- ADV PART 2A-INSIGHT FOLIOS (2026-02-23) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗