Brett Greenfield is a registered investment advisor at Avail Investment Partners, LLC, based in Lemont, PA, with 16 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, Retirement Planning. Their firm serves 131 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avail Investment Partners' fees for managing your investments range from 0% to 1.35% per year of the value of your portfolio. The specific fee you pay depends on factors like the size of your account, the complexity of your assets, and any other services provided. Fees are negotiable and may be higher or lower than this range.
For 529 plans, the fee is 0.25% per year.
Location
801-1 Pike Street, Lemont, PA, 16851
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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.
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Brett is a partner at Investment Research Partners, LLC, a registered investment advisor, since 2019.
Employment History
Current Registrations
Avail Investment Partners, LLC
Investment Research Partners
Previous Registrations
Assetmark, INC.
Aris Wealth Services INC
F.N.B. Investment Advisors INC
Aris Wealth Services INC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.