Joanne Nishiyama is a registered investment advisor at Insight Investment Counsel, based in El Segundo, CA, with 25 years of industry experience. Joanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 92 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule shown is for Balanced and Equity Only Portfolios. Fixed Income Only Portfolios have a different schedule: $1,000,000 to $10,000,000: 0.50% and Over $10,000,001: 0.30%. A minimum of $1,000,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances. Discounts, not generally available to our advisory clients, may be offered to family members and friends of associated persons of our firm. Fees may be negotiable.
Fee Estimator
Location
330 Illinois Street, El Segundo, CA, 90245-4408
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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 →Employment History
Current Registrations
Insight Investment Counsel
Previous Registrations
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State Registrations1 state
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