Brett Korensky
Brett Korensky is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Austin, TX, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
3700 N Capital of Texas Hwy, Austin, TX, 78746
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Regulatory History (4)
Customer Dispute
April 2010Customer Dispute
January 2009Customer Dispute
October 2008Customer Dispute
August 2004Other Business Activities
Brett is a general partner/managing member of K Capital Family LLC and K Capital Family LP, both created for family estate planning and investment purposes. He spends a few hours per week on the LP.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 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.