InSight

Financial Planning Dentist

Asset Based Fees

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

Additional Service Fees

Event
Fee
Event
Replacement Properties
Fee
$350/per acquired
Event
Back-to-Back Closings
Fee
$250
Event
Rush Fee (inside 48 Hours)
Fee
$500
Event
Wire Fee
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

Tax Mitigation Playbook: Who can use 1031 Exchanges?

Section 1031 of the tax code allows property owners to defer taxes on the sale of their real estate held for business or investment purposes. At InSight, we use this for several strategic and preference-based reasons for clients (See What is a 1031 Exchange for more)  This is Key: The

Read More »
Articles
Kevin Taylor

Using a 1031 Exchange as part of a divorce

During the course of real estate ownership, there are instances where the transfer of property title occurs involuntarily. One such situation is when a couple goes through a divorce, which often leads to the sale of the property to a third party or the transfer of the property from one

Read More »

Definitions: Asset Allocation

Asset Allocation is how we discuss the percent of assets in one of the four main asset classes. It is the balance of risk and reward and is the most reliable leading indicator of the intermediate and long term trajectory of a portfolio. The Asset Allocation is the first place

Read More »

Pin It on Pinterest

Financial Planning Dentist
Financial Planning Dentist
boulder financial planning experts with 1031 tax mitigation experience
boulder financial planning experts with 1031 tax mitigation experience
boulder financial planning experts with 1031 tax mitigation experience
boulder financial planning experts with 1031 tax mitigation experience
boulder financial planning experts with 1031 tax mitigation experience
boulder financial planning experts with 1031 tax mitigation experience
boulder financial planning experts with 1031 tax mitigation experience
boulder financial planning experts with 1031 tax mitigation experience