Brent Wilsey
Brent Wilsey is a registered investment advisor at Wilsey Asset Management Incorporated, based in San Diego, CA, with 23 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 892 clients with $770M 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 $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K - $1.2M | 1.10% |
| $1.3M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable for legacy clients and friends/family of the firm, potentially lowering the fee to between 0% and 1.45%.
Fee Estimator
Location
10620 Treena Street, Ste 100, San Diego, CA, 92131
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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 →Other Business Activities
Brent is a Registered Investment Advisor (RIA) since 2004.
Employment History
Current Registrations
Wilsey Asset Management Incorporated
Previous Registrations
Wilsey Asset Management Incorporated
LPL Financial Corporation
State Registrations6 states
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