Insight Wealth Partners LLC

5. Fees and Compensation
Please refer to section 4 of this Brochure for a description of our brokerage, custody, fees and fund
expenses so you will know how much you are charged and by whom for our advisory services provided
to you. We believe that our fees, which are negotiable in certain circumstances, are reasonable, and we
always keep our fiduciary obligation to you top of mind in our fee-billing practices.

Clients will incur transaction charges for trades executed by their chosen custodian via individual
transaction charges. These transaction fees are separate from our fees and will be disclosed by the firm
that the trades are executed through. Charles Schwab & Co., Inc. (“Schwab”) does not charge transaction
fees for U.S. listed equities and exchange traded funds. Fidelity Brokerage Services (“Fidelity”) eliminated
transaction fees for U.S. listed equities and exchange traded funds for clients who opt into electronic
delivery of statements or maintain at least $1 million in assets at Fidelity. Clients who do not meet either

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criteria will be subject to transaction fees charged by Fidelity for U.S. listed equities and exchange traded
funds.

Clients may also pay holdings charges imposed by their custodian for certain investments, as well as
charges imposed directly by a mutual fund, index fund, or exchange-traded fund, which shall be disclosed
in the fund’s prospectus (e.g., fund management fees, distribution fees, surrender charges, variable
annuity fees, IRA and qualified retirement plan fees, mark-ups and mark-downs, spreads paid to market
makers, fees for trades executed away from custodian, wire transfer fees, and other fees and taxes on
brokerage accounts and securities transactions). Our firm does not receive a portion of these fees.

Please see Item 10 of this Brochure for more information about fees generated using insurance and
annuity products.

We charge our advisory fees quarterly in advance on all assets that are considered part of the advisor’s
investment strategy, which may include cash, illiquid securities, and other alternative investments. If you
wish to terminate our services, we will refund the unearned portion of our advisory fee to you. You need
to contact us in writing and state that you wish to terminate our services. Upon receipt of your letter of
termination, we will proceed to close out your account and process a pro-rata refund of unearned
advisory fees.

Financial Planning clients may terminate their agreement at any time before the delivery of a financial
plan by providing written notice. For the purpose of calculating refunds, all work performed by us up to
the point of termination shall be calculated at the hourly rate disclosed in the signed consulting
agreement. Clients will receive a pro-rata refund of unearned fees based on the time and effort
expended by our firm.

We do not sell securities for a commission. To sell securities for a commission, we would need to have
our associated persons registered with a broker-dealer. We have chosen not to do so.

7. Types of Clients and Account Requirements
We offer advisory services to the following types of clients:

   •   Individuals and High Net Worth Individuals;
   •   Trusts, Estates or Charitable Organizations;
   •   Pension and Profit-Sharing Plans;

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   •   Corporations, limited liability companies and/or other business types.
Our requirements for opening and maintaining accounts or otherwise engaging us:

   •   We do not require a minimum account balance for our Portfolio Management services, but we
       require a minimum annual advisory fee of $1,000 for accounts under management. Generally,
       this minimum advisory fee requirement is negotiable.

   •   We generally charge a minimum first-year fee of $2,500 for financial planning services.