Insight Total Stewardship
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,898,555
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Insight Total Stewardship primarily serves qualified retirement plans, acting as an ERISA 3(38) investment manager with discretionary authority to select, monitor, and replace plan investment options for 401(k), 403(b), pension and profit-sharing plans. The firm also provides participant education and group enrollment meetings and may arrange for other plan providers to offer certain services consistent with the Department of Labor’s investment education guidance.
ITS conducts fiduciary oversight by developing investment policy statements and using a mix of fundamental analysis, asset-allocation modeling (Modern Portfolio Theory), and some technical and cyclical analysis to evaluate pooled vehicles such as mutual funds and collective trust options. The firm considers cost, performance, risk characteristics and manager tenure when recommending plan investment lineups and performs periodic (typically quarterly) account reviews.
Compared with peers, ITS is relatively small (about $2.9 million in discretionary AUM) and discloses a November 2021 Pennsylvania consent agreement and $10,000 administrative assessment related to fee-deduction/custody interpretations that the firm reports it remediated — a disclosure event that is uncommon among similar managers. The firm also reports affiliated insurance and real-estate activities, offers educational seminars/workshops, and sometimes serves charitable organizations and individual clients in addition to retirement plans, and it may recommend or select other registered advisors for clients, all of which are less common features for investment managers focused on pooled or institutional assets.
Client services
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Fee options
Annual fee will not exceed 1%, negotiable, charged as a percentage of Included Assets
Minimum fee: ITS may waive minimum fees or charge lesser fees based on criteria; no specific minimum fee amount stated Fee-only: Fee-only compensation; no commissions or external compensation received
Main office location
Insight Total Stewardship
525 West Chester Pike, Suite 312
Havertown PA 19083, United States
Number of offices
1
Most active in
Insight Total Stewardship has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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