Rebecca Brown is a CFP-designated registered investment advisor at Third Eye Associates, LTD, based in Red Hook, NY, with 23 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 213 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Fees are negotiable. Total fee (TEA's fee + Third-party Manager's fee) will not exceed 2%.
Fee Estimator
Location
Red Hook, NY
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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
Third Eye Associates, LTD
Previous Registrations
Stonehaven, LLCBroker
Commonwealth Financial NetworkBroker
Alps Distributors, INC.Broker
Pfpc Distributors, INC.Broker
Professional Funds Distributor, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Sanford C. Bernstein & CO., LLCBroker
H. Beck, INC.Broker
Main Street Management CompanyBroker
State Registrations1 state
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