Investment Insight Wealth Management, LLC

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Client assets under management

$154,111,397

Clients

133

24% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,158,732

About

Investment Insight Wealth Management serves individual investors—including high net worth clients—and pension/profit sharing plans, offering discretionary investment management, comprehensive financial planning, and retirement plan consulting. The firm also provides ERISA 3(21) and 3(38) investment management and 401(k) plan reviews, and reports managing roughly $178 million in discretionary assets.

The firm tailors portfolios to client goals and reviews accounts at least quarterly, using fundamental and technical analysis to construct allocations from individual stocks, bonds, mutual funds and ETFs. Its stated strategies may include margin, short sales and option writing, and the brochure notes the use of derivatives and options in separately managed accounts — a capability relatively uncommon among peers.

Distinctive operational and service features include formal ERISA fiduciary engagements for plan sponsors and a standalone 401(k) review offering (with a flat fee and refund policy if substantial savings are not identified). The brochure also discloses that the firm may manage held-away accounts via Pontera Solutions’ order management system and, when necessary, deduct advisory fees from another client account or invoice the client directly.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General tax planning

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Comprehensive Financial Planning has a maximum flat fee up to 1.5% of annual household income or a negotiated flat fee not less than $3,750; Retirement Plan Consulting flat fees range from $1,000 to $3,000; 401(k) account reviews flat fee of $299

Percentage

$0 - $3,000,000: 1.25% $3,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%

Project-based

Up to $350 per hour for Comprehensive Financial Planning and Retirement Plan Consulting services

Other

Account minimum: $500,000 Minimum fee: $6,250 annual minimum fee for Investment Management service (negotiable and may be waived) Fee-only: Investment Management, Comprehensive Financial Planning, and Retirement Plan Consulting fees; no commissions charged

Main office location

Investment Insight Wealth Management, LLC

Massapequa NY, United States

Number of offices

Most active in

Florida · New York · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 516-249-0060

Advisors at this firm

Vincent D

Series 65

Brightwaters, NY

Investment Insight Wealth Management, LLC

Vincent D'eletto is a financial advisor at Investment Insight Wealth Management, LLC with over 12 years of combined industry experience, including roles at his current firm and prior engagements. He holds a Series 65 designation. Outside of his advisory work, he owns Clarion Inbound Marketing, LLC, a marketing and consulting business. Investment Insight Wealth Management provides investment management, comprehensive financial planning, and retirement plan consulting primarily for individual and high-net-worth clients. The firm integrates fiduciary ERISA services with tailored portfolio management and employs a disciplined investment process involving fundamental analysis and ongoing portfolio monitoring.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Retired

Robert S

ChFC®

Massapequa, NY

Investment Insight Wealth Management, LLC

Robert Sullivan is a ChFC® credentialed advisor with Investment Insight Wealth Management, LLC in Massapequa, NY. He has 12 years of experience with the firm, where he has worked since 2014. Investment Insight Wealth Management provides investment management, comprehensive financial planning, and retirement plan consulting services primarily to individual and high-net-worth clients. The firm combines fundamental and mutual fund/ETF analysis with portfolio construction and ongoing monitoring, offering tailored portfolio management alongside employer plan assessments and fiduciary ERISA services.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Retired

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