Brenton Kessel is a CFP-designated registered investment advisor at Abacus Wealth Partners, based in Santa Monica, CA, with 22 years of industry experience. Brenton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 9 more. Their firm serves 1,574 clients with $3.6B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Private, illiquid investments are charged up to 2%. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
Santa Monica, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Brenton curates a community called The Enough Project and is on the national board of LIFT Communities. He also serves on the Financial Advisory Committee of the Tsoknyi Humanitarian Foundation, helping oversee outside investment advisory firms.
Employment History
Current Registrations
Abacus Wealth Partners
Previous Registrations
Align Impact, LLC
Abacus Portfolios
State Registrations1 state
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Exams
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