Insight Strategic Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$256,902,086
Total clients
194
51% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
97
Average account size
$1,324,238
Client services
Fee options
$0 - $1,000,000: 0.90% total (0.70% ISW fee + 0.20% FPAS fee) for Employee Benefit Plan Services $1,000,001 - $5,000,000: 0.60% total (0.45% ISW fee + 0.15% FPAS fee) for Employee Benefit Plan Services $5,000,001 - $10,000,000: 0.33% total (0.25% ISW fee + 0.08% FPAS fee) for Employee Benefit Plan Services $10,000,001+: 0.20% total (0.15% ISW fee + 0.05% FPAS fee) for Employee Benefit Plan Services
$275 per hour for Financial Planning services
Account minimum: $6,000 minimum annual fee Minimum fee: $6,000 minimum annual fee for Investment Management clients Fee-only: Investment management fees based on assets under management; no commissions charged.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Insight Strategic Wealth LLC
10107 Sherrill Blvd
Knoxville TN 37932, United States
Number of offices
5
Quick links
Advisors at this firm
Patricia T
PFS™, Series 65
Knoxville, TN
Insight Strategic Wealth LLC
Henri P
Series 66
Knoxville, TN
Insight Strategic Wealth LLC
Jaime C
CFP®, Series 65
Knoxville, TN
Insight Strategic Wealth LLC
Stephen H
PFS™
Columbia, TN
Insight Strategic Wealth LLC
Deana H
Series 63, Series 66
Knoxville, TN
Insight Strategic Wealth LLC
Mahogany J
Series 65
Knoxville, TN
Insight Strategic Wealth LLC
Jefferson F
Series 66
Knoxville, TN
Insight Strategic Wealth LLC
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