JB
JB

John Thomas Brandt

25 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
199 clients
Average Client Portfolio
$886K average
Assets Under Management
$176.4M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $5.0M1.50%
$5.0M - $7.5M1.00%
$7.5M+0.85%

Fee schedule is subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

127 NW 13th Streeet #13, Boca Raton, FL, 33432

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Winning Points Advisors, L.L.C.
August 2000 - Present · 25 yrs 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.