Advisor at Insight Wealth Strategies, LLC
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Firm
Insight Wealth Strategies, LLC
Location
San Ramon, CA 94583
Credentials
Series 63, Series 65, Series 66
Industry experience
21 years
Anthony Ortale is a financial advisor at Insight Wealth Strategies, LLC with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Mutual Securities, Inc., Fisher Investments, and First Allied Securities, Inc. He is based in San Ramon, CA. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a multi-advisor model using proprietary model portfolios and a mix of fundamental, technical, quantitative, and sector analysis for long-term, model-driven investment strategies.
Based on Insight Wealth Strategies, LLC
Based on Insight Wealth Strategies, LLC
Flat fees for financial planning and consulting services up to $50,000; Retirement Plan Consulting flat fees up to $40,000 annually
Hourly fees for financial planning and consulting services up to $500/hour
Account minimum: $20,000 Fee-only: Financial planning hourly fee up to $500/hour; flat fees up to $50,000; retainer not exceeding $1,200 when services cannot be rendered within 6 months
2603 Camino Ramon, Suite 350
San Ramon, CA 94583
California
Mutual Securities, Inc.
2018 - 2020 (2 years)
Insight Wealth Strategies, Llc.
2018 - Present (8 years)
NONE
2018 - 2018 (1 year)
Fisher Investments
2017 - 2018 (1 year)
Self-Employed
2017 - 2017 (1 year)
First Allied Securities, Inc.
2014 - 2017 (3 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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