Brett Redd
Brett Redd is a registered investment advisor at Pinkerton Wealth Partners, based in Springville, UT, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,262 clients with $1.4B 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% |
The annual investment advisory fee varies up to 2.0% based on account value, asset types, financial situation, and trading activity, and is negotiable. Affiliate True Freedom, LLC may charge an additional sub-advisor fee up to 0.8%.
Fee Estimator
Location
Springville, UT
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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 member of Blue Bison Capital, LLC involved in multi-family real estate investments, a managing partner at Privi, LLC providing family office advisory services, and a managing partner at DSPro, LLC. He also operates Pinkerton Wealth Management as a DBA for advisory services.
Employment History
Current Registrations
Pinkerton Wealth Partners
State Registrations1 state
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.
Exams
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