Insight Folios

Insight Folios (CRD# 174411) is a financial advisory firm headquartered in Livonia, MI. They manage $24,537,622 in 361 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    361
    ACCOUNTS
  • Average Account Value
    $67,971
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, NC, SC, TX

Financial Advisors at Insight Folios
Showing 1 - 5 of 5 top financial advisors.
1
Charles B. Bowers
CRD#: 5882018
17199 N. Laurel Park Drive Suite 409, Livonia, MI 48152
93
Wealthminder
score

Charles Bowers (CRD# 5882018) is an Investment Advisor Representative working at Insight Folios in Livonia, MI and has over 7 years of experience in the finance industry.

2
Scott R. Carty
CRD#: 4800449
17199 N. Laurel Park Drive Suite 409, Livonia, MI 48152
93
Wealthminder
score

Scott Carty (CRD# 4800449) is an Investment Advisor Representative working at Insight Folios in Livonia, MI and has over 9 years of experience in the finance industry.

3
Kenneth L. Huffman
CRD#: 5970956
17199 N. Laurel Park Drive Suite 409, Livonia, MI 48152
90
Wealthminder
score

Kenneth Huffman (CRD# 5970956) is an Investment Advisor Representative working at Insight Folios in Livonia, MI and has over 5 years of experience in the finance industry.

4
Paul L. Durso
CRD#: 4416551
17199 N. Laurel Park Drive Suite 409, Livonia, MI 48152
83
Wealthminder
score

Paul Durso (CRD# 4416551) is an Investment Advisor Representative working at Insight Folios in Livonia, MI and has over 15 years of experience in the finance industry.

5
Michael W. Williams
CRD#: 721975
200 South Wacker Street, Suite 625, Chicago, IL 60606
83
Wealthminder
score

Michael Williams (CRD# 721975) is an Investment Advisor Representative working at Insight Folios in Chicago, IL and has over 34 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.