Anthony Rod Ortale

Insight Wealth Strategies, LLC

21 Years of Experience

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Firm Information

Insight Wealth Strategies, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

8 advisors

Number of Clients

566 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$932.0M

Fee Structure

Financial Plan Fee:Up to $50,000

Hourly Rate:Up to $500/hr

Asset management fees are negotiable, but will not exceed 1% annually, billed quarterly. Financial planning and consulting are charged hourly (up to $500/hour) or as a flat fee (up to $50,000). Retirement plan consulting is billed as a flat fee (up to $40,000 annually) or a percentage of plan assets (up to 1.00%). The total blended fee for using independent managers will not exceed 2% annually.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

2603 Camino Ramon, Suite 350, San Ramon, CA, 94583

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.