Scott Berg
Scott Berg is a registered investment advisor at Insight Capital Management, based in San Ramon, CA, with 42 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 343 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Insight Capital Management charges a fee based on the value of your portfolio, ranging from 0% to 2% per year, charged quarterly. The fees are negotiable. Great West deducts Insight Capital Management's fee from their annuity investment account.
Location
2001 Crow Canyon Road, Suite 150, San Ramon, CA, 94583
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Scott is an agent/representative for Insight Capital Management, an outside registered investment advisor, dedicating about a quarter of his time. He is also an insurance agent and involved in real estate sales/rental properties, while also working as a martial arts instructor.
Employment History
Current Registrations
Insight Capital Management
Independent Financial Group, LLCBroker
Previous Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Resource Investment Architects, INC.
Investment Architects, INC.Broker
Pfg Securities, INC.Broker
FtfsBroker
American Investors CompanyBroker
Phoenix Equity Planning CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.