Phillip Rice is a registered investment advisor at Insight Capital Management, based in San Ramon, CA, with 5 years of industry experience. Phillip 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.
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Current Registrations
Insight Capital Management
Previous Registrations
Insight Capital Management, LLC
State Registrations1 state
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