Brant Snavely is a ChFC-designated registered investment advisor at Westhampton Capital, based in Winston-Salem, NC, with 15 years of industry experience. Brant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 143 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
2150 Country Club Rd, Suite 250, Winston-Salem, NC, 27104
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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
Westhampton Capital
Previous Registrations
Westhampton Capital
The Concord Equity Group, LLC
First Montauk Securities CORP.
State Registrations2 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.