Brett Cicinelli
Brett Cicinelli is a CFA, CFP-designated registered investment advisor at Confluence Capital Advisors, LLC, based in Woodland Hills, CA, with 9 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 17 clients with $40M 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 | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
Woodland Hills, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brett is an instructor at UCLA Extension, teaching a course on alternative investing strategies, spending a few hours per week. He also provides divorce financial consulting through Confluence Divorce Solutions, which shares the same address as Confluence Capital Advisors.
Employment History
Current Registrations
Confluence Capital Advisors, LLC
State Registrations1 state
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