Tracey Brenneise
Tracey Brenneise is a registered investment advisor at Ironoak Wealth, based in Huntington Beach, CA, with 20 years of industry experience. Tracey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 332 clients with $160M 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 $500K | 2.00% |
| $500K - $1.0M | 1.65% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.65% |
Fees are negotiable and accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Huntington Beach, CA
Get directionsHistory
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
Tracey works as an independent insurance agent since 2020, providing insurance sales and services. This activity takes about 10-20% of Tracey's time.
Employment History
Current Registrations
Ironoak Wealth
Previous Registrations
Stonewater Wealth Management, INC.
Erben Associates, LLC
M Holdings Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Aig Capital Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
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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