Brett Josey is a registered investment advisor at Brett Josey Wealth Management LLC, based in Benton, LA, with 14 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 23 clients with $140M 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 $1.0M | 0.90% |
| $1M+ | 0.75% |
This fee schedule is for the Core Plus service. The High Net Worth service charges 0.60% of portfolio market value. Fees and asset minimums may be negotiated when individual circumstances warrant.
Fee Estimator
Location
Benton, LA
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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
Brett Josey Wealth Management LLC
State Registrations2 states
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