Insight Advisors, LLC
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Overview
Insight Advisors, LLC is a financial advisory company that has its headquarters in Los Angeles, California. The company oversees $2.3 million in assets throughout one client account. The firm has a small team, including 1 financial advisor. Insight Advisors, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are tradable financial assets such as stocks, bonds and options.
Insight Advisors, LLC administers all of the firm's accounts on a discretionary basis. Discretionary management is a structure in which buy and sell judgments for the client's account are made by an investment advisor without requiring the client's consent. Insight Advisors, LLC supervises about $2.3 million for every customer account. The average advisor at Insight Advisors, LLC administers about one client account, making it one of the most personalized financial advisor firms in the country.
Insight Advisors, LLC's headquarters is located at 11500 Olympic Blvd., Los Angeles, California 90064.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Insight Advisors, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$2.3 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$2.3 million
Fee Structure
Fees charged by financial advisors typically depend on the services offered. Fees billed by Insight Advisors, LLC typically consist of the following fee type: asset-based. Insight Advisors, LLC does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Insight Advisors, LLC's biggest client by number of accounts is pooled investment vehicles. None of the company's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Insight Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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