Insight Wealth Management, Inc. is a fee-only, fiduciary advisory firm and never charges commissions for our wealth management services. This eliminates the inherent conflict of interest that is present when an advisor receives compensation based on the investment choices recommended. We maintain independence in order to make the best, most appropriate recommendations for you.
As a fiduciary advisor we have a legal obligation always to act in our clients' best interests as opposed to the looser suitability standard that applies to commission-based advisors. We have no referral fee or other mutual compensation arrangements with CPAs, attorneys, insurance advisors or any others to whom we may refer clients as part of implementing their comprehensive financial plan.
As a fiduciary advisor we have a legal obligation always to act in our clients' best interests as opposed to the looser suitability standard that applies to commission-based advisors. We have no referral fee or other mutual compensation arrangements with CPAs, attorneys, insurance advisors or any others to whom we may refer clients as part of implementing their comprehensive financial plan.
Services
IWM is a fee-only, fiduciary advisor. We focus on investment management and comprehensive financial planning rather than commission sales and marketing. This consumer-friendly practice eliminates the inherent conflict of interest that is present when an advisor receives compensation based on the investment choices recommended.
We receive no commissions, referral fees or any other sort of compensation other than the fees our clients pay us. This standing allows us to recommend objective, low-expense investment choices to our clients free from pressure to push mutual funds, annuities or any other high-cost financial products.
Insight Wealth Management (IWM) is an independent, small business but is backed by some of the most respected names in the investment management industry. As an independent Registered Investment Advisor (RIA), IWM must use a third party as the custodian and broker of our clients' accounts. IWM has used Schwab Advisor Services for over a decade and has been very pleased with them.
The "Wall Street Journal" cited CFA, CFP(R) and CPA as the "highly rigorous" and more difficult to earn professional credentials in the financial services industry in an article titled, "Is Your Advisor Pumping Up His Credentials?" There are literally hundreds of designations and a mind-numbing array of letters of the alphabet that people place after their names.
Do you know how much you are paying your current investment or financial advisor, or how much the recurring expenses are for the mutual funds or annuities you own? Investment and financial advising/planning is one of the few fields where consumers often have no idea how much, in total, the services they are buying cost them.
Reviews
Be the first to review Insight Wealth Management.
Write a Review
