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Insight Financial Services
SEC-regulated
Registered investment advisor
Insight Financial Services, established in 2008 and based in Overland Park, KS, offers personalized investment advisory services including portfolio management, financial planning, pension consulting, and educational seminars. The firm provides discretionary portfolio management services tailored to individual client needs, with a minimum account size of $100,000. Fees are negotiable, with an annual portfolio management fee of up to 1.5% of assets under management, billed quarterly. The firm acts as a fiduciary, obligated to act in clients' best interests. Investment strategies include fundamental and technical analysis, modern portfolio theory, long-term and short-term purchases, margin transactions, and option trading. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, pension plans, trusts, and corporations. The firm does not vote proxies on behalf of clients and does not engage in class action lawsuits on behalf of clients. Clients' assets are held with a qualified custodian, and the firm exercises limited custody over funds. The firm's privacy policy ensures the protection of clients' personal information.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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