Advisor at Insight Financial Strategists
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.
Firm
Insight Financial Strategists
Location
Newark, DE
Credentials
CFP®, CFA®, Series 63, Series 65
Industry experience
8 years
Nandita Das is a CFP® and CFA® with eight years of industry experience, currently serving as a financial advisor at Insight Financial Strategists. She has held roles at firms including Origin Financial and Envision Wealth Planning, and also operates DAS Financial Health, LLC. In addition to her advisory work, she is a professor at Delaware State University. Insight Financial Strategists provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a fundamental analysis approach with a buy-and-hold orientation, offering discretionary portfolio management as well as modular and one-time planning engagements.
Based on Insight Financial Strategists
Based on Insight Financial Strategists
Fixed financial planning fees generally start at $5,500 and vary by complexity
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001 - $30,000,000: 0.40% >$30,000,000+: 0.30%
Hourly fees for financial planning and consulting services generally range from $300 to $600
Minimum fee: Minimum household charge of $12,000 per year generally applies, may be waived or reduced at discretion Fee-only: Financial planning hourly fees range from $300 to $600; fixed fees range from $5,500 (minimum) and up; consulting hourly fees range from $300 to $600; minimum hourly consulting fee generally $397
Newark, DE
Delaware
Insight Financial Strategists, LLC
2024 - Present (2 years)
Origin Financial
2022 - 2022 (1 year)
Envision Wealth Planning, Inc.
2019 - 2020 (1 year)
DAS Financial Health, LLC
2018 - Present (8 years)
Independent insurance agent
2016 - 2019 (3 years)
Waddell And Reed, Inc
2016 - 2017 (1 year)
Delaware State University
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Age Wisely Financial
Hi! I'm Kevin Lam, and I am the owner of Age Wisely Financial. With more than four decades of accumulated financial wisdom, I guide you (or your parents) in gaining understanding, making decisions, and taking action in such key areas as: • Purpose in Life: crafting a Life Purpose Statement • Income Stability: analyzing Social Security, pensions, investments, annuities • Portfolio Review: assessing asset tax status and allocation for alignment with goals and safeguards • Withdrawing from Investments: evaluating Target Funds, Guardrails, Bucketing, Bond Ladders • Medicare: reviewing current and projected health care costs and coverage • Roth Conversions: potentially lowering taxes in future years • Required Minimum Distributions (RMD): reducing through Qualified Charitable Distributions (QCD) and Qualified Longevity Annuity Contracts (QLAC) • Inheriting an IRA: untangling the complexities of the Required Beginning Date (RBD), 5-year, 10-year, and other rules • Donor Advised Funds (DAF) and Qualified Charitable Distributions (QCD): using strategies to meet your philanthropic goals and reduce tax • Loss of Spouse: mitigating “widow/widower’s tax penalty” + maximizing Social Security survivor benefits • Long-Term Care: searching for affordable choices • Reverse Mortgage: evaluating for appropriate use in accessing home equity • Aging in Place Modification: assessing home changes for continued independent living • Care Facility Search: helping locate care facilities • Identity Theft and Fraud Prevention: using available protection tools • Legacy Vision: communicating values and memories to future generations • Trusts: explaining use of Intentionally Defective Grantor Trust (IDGT), Grantor Retained Annuity Trust (GRAT), Domestic Asset Protection Trust (DAPT), Qualified Personal Residence Trust, (QPRT), Charitable Remainder Trust (CRT), and other advanced trusts. I serve you on a flat-fee basis. For individuals, $4,500. For couples, $6,000. I also serve you as Advice-Only. This means I provide recommendations for your asset portfolio (and your entire financial ecosystem), but you are always in command of your assets. You do not pay me any Asset Under Management (AUM) fees. You do not need to transfer any of your accounts. Let's talk. Let's work together to understand your concerns and goals, figure out your choices, and help you navigate your best course of action. Let's gain you comfort in your mind, and heart.
Series 65
Wilmington, DE
Q(x) Branch Reserve Investments LLC
ChFC®, Series 63
Wilmington, DE
Delaware Advisory Group, Inc.
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