Insight Advisors, LLC

CRD#168057
Investment Advisor Firm

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Learn more about Insight Advisors, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Insight Advisors, LLC is a financial advisor firm located in Newtown, Pennsylvania. The company oversees $574.0 million in total assets across 2,136 customer accounts, making it one of the larger firms in the United States by assets under management (AUM). Insight Advisors, LLC has a small group, including 19 financial advisors. Insight Advisors, LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like equities, options and bonds.

    Insight Advisors, LLC administers more than half of the firm's accounts in a discretionary manner. Discretionary management means that a portfolio manager makes buy and sell decisions for the client's account without requiring client authorization. The firm also oversees 201 non-discretionary accounts totaling $57.4 million in AUM. The company supervises about $268,727 in assets for every account. An average financial advisor at Insight Advisors, LLC oversees around 112 client accounts.

    The company's main office is located at 10 N. State Street, Newtown, Pennsylvania 18940. The firm is registered to provide services to clients across 14 U.S. states and territories.

    Assets Under Management

    $574.0 million

    Number of Advisors

    19

    Disclosures

    No

    Office Location

    10 N. State Street
    Newtown, PA 18940

    Insight Advisors, LLC by the Numbers

    Total Assets Under Management

    $574.0 million

    National Average: $8.6 billion
    Total Number of Employees

    20

    National Average: 64
    Total Number of Accounts

    2,136

    National Average: 375,227
    Average Account Size

    $268.7 thousand

    National Average: $23.0 thousand
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    Products and Services

    Insight Advisors, LLC provides a number of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. In the last financial year, the company provided 1-10 of its accounts with financial planning services. It does sell products or offer services apart from investment advisory services to its customers.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    A financial advisor's fees largely depend on which services the firm provides the client. Fees charged by the company likely include the following fee structures: asset-based, hourly or fixed. The company does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm provides services to retail investors and high net worth investors. Out of its 2,136 clients, Insight Advisors, LLC's largest client by number of accounts is retail investors, but it also manages money for 334 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are from outside of the U.S.

    • High-Net-Worth Individuals* - 15.64%
    • Other Individuals - 84.36%
    • Corporations - 0%
    • 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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    Financial Advisors at Insight Advisors, LLC

    Eric Loughnane
    Newtown, PA
    Matthew Charles
    Newtown, PA
    Julia Peloso-Barnes
    West Harrison, NY
    Naoka Nakagawa
    West Harrison, NY
    Matthew Mcinerney
    Newtown, PA
    Paul Orihel
    Newtown, PA
    James Wong
    Newtown, PA
    Edwin Johns
    Pequea, PA
    Carla Simon
    Newtown, PA

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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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