Brett Niven
Brett Niven is a registered investment advisor at Beach Cities Wealth Management, LLC, based in Manhattan Beach, CA, with 26 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 68 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
1220 Highland Avenue, Manhattan Beach, CA, 90266
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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
Brett is a managing member of Kota Commercial Assets, LLC, a firm that manages commercial investment properties in Southern California. He dedicates about a quarter of his time to property upkeep, tenant relations, investor communication, bill pay, and distribution of income.
Employment History
Current Registrations
Beach Cities Wealth Management, LLC
Previous Registrations
Bvcn Advisory Services, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Morgan Stanley
State Registrations1 state
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