Insignia Resources

We typically begin any new relationship with a “Get Acquainted” session. During this time, we have two objectives — we want to learn more about you and would like you to learn more about us. There is no cost or obligation for this session.

Understanding the features and benefits of our services is essential — but just as important is having a clear understanding of the associated costs. We may be compensated through Brokerage Services, Advisory Services, or a combination of both, depending on what aligns best with your financial strategy.

Advisory Services generally involve an ongoing fee, calculated as a percentage of the assets held in your advisory account.

Brokerage Services typically involve a commission, this can be based upon the value of a transaction or the purchase or sale of a security.

The specific costs will vary depending on your individual financial strategy and the specific approach we take to help meet your financial goals.

As investment advisor representatives, we have a fiduciary relationship with you. We are obligated to act in the best interest of our clients at all times to the legal standards set forth under the Investment Advisers Act of 1940 and state laws, where applicable, that reflect this high standard. When acting as an investment advisor representative, we must disclose any potential conflicts between our interests and your interests. We must place your interests before our own. We must always treat you fairly and make investment recommendations that we believe to be appropriate to your unique financial needs, risk tolerance and goals.