CS
Firm Information
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.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
2603 Camino Ramon, Suite 350, San Ramon, CA, 94583
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Insight Wealth Strategies, LLC
April 2018 - Present · 7 yrs 9 mos
Previous Registrations
Mutual Securities, INC.Broker
April 2018 - June 2020 · 2 yrs 2 mos
Lincoln Financial Advisors Corporation
September 2006 - May 2018 · 11 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
August 2006 - May 2018 · 11 yrs 9 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.