InSight

Financial Planning Dentist
Investment With

InSight

Menu

1031 Fee Structure

Financial Planning Dentist

Asset Based Fees

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

Additional Service Fees

Event
Fee
Replacement Properties
$350/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. 

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

More related articles:
Articles
Kevin Taylor

Critical questions that investors should discuss

What is the investment objective, and what is the time horizon for achieving it? What is the risk tolerance of the trust or family office? What is the desired return, and what is the asset allocation required to achieve it? What are the investment restrictions, such as asset class limitations,

Read More »
February 18, 2021 No Comments

Account Types: 401(k)

The ‘Standard’ Employee Retirement Plan Annual Contribution Max: $19,500 or $26,000 if over 50 years old.  Why we like 401(k) plans: An easy option if you’re an employee Automatic Enrollment Can have Employer matching contributions High contribution limits for employees when compared to a Traditional IRA, Simple IRA or Roth

Read More »
December 11, 2020 No Comments

Pin It on Pinterest