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
Insight Wealth Strategies offers investment management and financial planning services. Investment management includes customized solutions using ETFs and individual stocks. Financial planning covers investment, retirement, education, and insurance needs. They may recommend independent managers. The firm acts as a fiduciary, prioritizing client interests.
2603 Camino Ramon, Suite 350, San Ramon, CA, 94583