Fee-Based Money Management

Our quarterly fee compensation is based on the dollar value of YOUR managed assets. That means we want to grow your money. Therefore fee based compensation means we do not work for commissions. We work for you and no one else. IAM is an independent company and has no outside loyalties, commitments, or quotas, which allows us to work exclusively for you as a fee based client. This distinguishes us from many large commission-based financial companies that operate on quotas and commissions, which may lead to more costs for you. We have a strict obligation to focus on putting our clients’ financial success first.

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This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
Securities and advisory services offered through SII Investments, Inc.
Member FINRA/SIPC, and a Registered Investment Advisor.
Insight Asset Management and SII are separate companies.
SII does not provide tax or legal advice.
Investments and Services available to residents of: CA, CO, IA, MI, NM, OH, OR, TX, VA
FINRA State Registrations: CA, CO, IA, MI, NM, OH, OR, TX, VA
IA State Registrations: CA, CO, IA, MI, NM, OR, TX, VA