Mahogany Jenkins
Advisor at Insight Strategic Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Insight Strategic Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Knoxville, TN 37932
Credentials
Series 65
Industry experience
< 1 year
Mahogany Jenkins is a financial advisor at Insight Strategic Wealth LLC with a Series 65 designation and five years of prior experience at Brock Shipe Klenk PLC and seven years at Gentry Tipton & McLemore, PC. She has been with Insight Strategic Wealth since 2025. Insight Strategic Wealth LLC serves individuals, trusts, qualified retirement plans, and small businesses by providing discretionary investment management, financial planning, and participant-directed retirement plan services. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing broadly diversified, passively managed mutual funds and third-party managers for fixed income needs.
Based on Insight Strategic Wealth LLC
Based on Insight Strategic Wealth LLC
$0+: As much as 1.25%, negotiable based on client factors for Investment Management Services $0 - $1,000,000: 0.90% total (0.70% ISW fee + 0.20% FPAS fee) for Employee Benefit Retirement Plan Services $1,000,001 - $5,000,000: 0.60% total (0.45% ISW fee + 0.15% FPAS fee) for Employee Benefit Retirement Plan Services $5,000,001 - $10,000,000: 0.33% total (0.25% ISW fee + 0.08% FPAS fee) for Employee Benefit Retirement Plan Services $10,000,001+: 0.20% total (0.15% ISW fee + 0.05% FPAS fee) for Employee Benefit Retirement Plan Services
Financial planning fees at $275 per hour
Account minimum: $4,000 minimum annual fee Minimum fee: Minimum annual fee of $4,000 for investment management clients Fee-only: Financial planning charged at $275 per hour
10107 Sherrill Blvd
Knoxville, TN 37932
Tennessee
Insight Strategic Wealth LLC
2025 - Present (1 year)
Unemployed
2024 - 2025 (1 year)
Brock Shipe Klenk PLC
2019 - 2024 (5 years)
Gentry Tipton & McLemore, PC
2012 - 2019 (7 years)
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