Michael Chapman is a registered investment advisor at Insight Capital Management, based in Concord, CA. Michael 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
1390 Willow Pass Road, Suite 960, Concord, CA, 94520
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Insight Capital Management
State Registrations1 state
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