Brett Weichbrod
Brett Weichbrod is a registered investment advisor at Channel Wealth, LLC, based in Santa Barbara, CA, with 21 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,796 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Channel Wealth's annual investment management fee, which includes financial planning, is based on the total value of assets in your account. The fee can be a fixed percentage, tiered, or linear. The annual fee ranges up to 2.0% and is assessed quarterly in advance, based on the daily average balance value. A minimum quarterly fee may apply.
Location
3760 State Street, Suite 201, Santa Barbara, CA, 93105
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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 ActivitiesSells Insurance
Brett is a board member for Domestic Violence Solutions and Santa Barbara Executive Roundtable, dedicating minimal time to each. Brett is also an insurance agent, matching insurance to clients' needs a few hours per week.
Employment History
Current Registrations
Channel Wealth, LLC
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Stride Investment Management, LLC
Pimco Investments LLCBroker
Allianz Global Investors Distributors LLCBroker
Canterbury Consulting IncorporatedBroker
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.