INSIGHT FINANCIAL SERVICES
Overland Park, Kansas
5.0
1 Review
Insight Financial Services, based out of Overland Park, KS, is a reputable small investment advisory firm serving a diverse clientele. With over 330 individual clients and an impressive $156,202,000 in assets under management, Insight Financial Services has established itself as a trusted partner in the financial industry. A significant portion of their assets under management comes from employer 401Ks and individuals, demonstrating their expertise in these areas. Notably, Insight Financial Services manages 100% of the assets on a discretionary basis, ensuring personalized and tailored investment strategies for their clients. ...
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Assets Under Mgmt

$156.2M

Investment Professionals

4

Locations

0

% 401K & Individual

40%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Educational seminars/workshops
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.