Wilson Insight
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wilson Insight is a registered investment adviser that provides investment management, financial planning, and combined wealth management services to individuals, high‑net‑worth clients, trusts, estates, pension/profit‑sharing plans, charitable organizations and businesses. The firm describes discretionary portfolio management across traditional and alternative asset classes and may assist clients with the selection and oversight of third‑party investment managers.
The firm states its primary implementation approach is asset allocation informed by fundamental, technical, charting and economic analysis, with portfolios that can include mutual funds, ETFs, equities, fixed income, REITs and options; client objectives are documented through an Investment Policy Statement and accounts are typically reviewed and reported quarterly. Wilson Insight’s brochure also describes the use of options and related derivative strategies and outlines the attendant risks, and notes that clients may impose written restrictions on portfolio holdings.
Distinctive features disclosed in the Form ADV include two administrative actions related to lapsed state registration with the Pennsylvania Department of Banking and Securities, the firm’s offering of educational workshops or seminars, and the availability of hourly and one‑time flat fees in addition to percentage‑of‑assets billing—items that are relatively uncommon among peers in this category. The firm reports approximately $10 million in discretionary assets under management and explicitly discloses the practice of recommending or engaging third‑party managers when appropriate.
Client services
Expertise
Fee options
Financial Planning and Consulting Services: flat fees ranging from $1,000 to $10,000; Educational Seminars: fees ranging from $1,000 to $25,000; One-time startup fee of $197 for new Investment Management accounts under $100,000.
$0 - $5,000,000: 1.0% Over $5,000,000+: 0.75%
Additional hourly fees for Financial Planning Services may range between $100-$500 per hour.
Account minimum: $250,000 generally; smaller portfolios may be accepted at Firm’s discretion
Main office
Philadelphia PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
412 Management LLC · Wilson Insight
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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