Brett Wakasa is a registered investment advisor at Payden & Rygel, based in Los Angeles, CA, with 19 years of industry experience. Brett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 482 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.25% |
| $100M+ | 0.20% |
Rates vary by strategy. The listed schedule represents common Core Bond strategies. Other strategies range from 0.15% to 0.65% for the first $100 million.
Fee Estimator
Location
333 S. Grand Avenue, 40th Floor, Los Angeles, CA, 90071
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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
Payden & Rygel
Payden & Rygel DistributorsBroker
Previous Registrations
Pimco Investments LLCBroker
Allianz Global Investors Distributors LLCBroker
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
New England SecuritiesBroker
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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