InSight

Financial Planning Dentist

Asset Based Fees

Low
High
Fee
$0.00
$500,000.00
$2,000
$500,000.01
$1,000,000.00
$2,750
$1,000,000.01
$3,000,000.00
$3,500
$3,000,000.01
and up
$4,000

Additional Service Fees

Event
Fee
Replacement Properties
$500/per acquired
Back-to-Back Closings
$250
Rush Fee (inside 48 Hours)
$500
Wire Fee
$35

*Fees for 1031 services are assessed by InSight 1031, separate from the management fees from InSight, Corp., and assessed from the proceeds of the transaction. 

More related articles:

Articles
Kevin Taylor

Understanding Roth IRAs and the Pro-Rata Rule

Roth Individual Retirement Accounts (IRAs) can be a great addition to your retirement savings plan. Many people use Roth conversions to get around income limits on Roth IRAs. However, there’s a tricky tax rule called the Pro-Rata rule that can make Roth conversions more complicated than you might think. If

Read More »

Investment Bias: Information

Information bias is the tendency to evaluate useless or the wrong information when determining value. It’s the belief that certain commonly held data points are helpful in understanding the value of an investment, when they may not be. The key in investing is not seeing the forest for the trees,

Read More »

Pin It on Pinterest