Insight Wealth Strategies, LLC
Assets Under Management
$932.0M
Number of Clients
566
Number of Advisors
8
Average Client AUM
$1.6M
AUM per Advisor
$116.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Insight Wealth Strategies, LLC offers investment advisory services including discretionary investment management using ETFs and individual stocks. Financial planning services are also offered, covering areas like retirement, education, and insurance needs. They may recommend independent managers and provide ongoing oversight.
Fee Structure
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
Location
2603 Camino Ramon, Suite 350, San Ramon, CA, 94583