Bree Cota is a registered investment advisor at Missionsquare Wealth Management, based in Washington, DC, with 22 years of industry experience. Bree operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.70% |
| $100K - $500K | 0.65% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.55% |
This fee schedule is for the Unified Managed Account (UMA) Program. The Digital Adviser program has a flat fee of 0.40%. Fees are non-negotiable, but may be aggregated across household accounts. Up to 1% of your account will be held in a cash sweep vehicle and excluded from the wrap fee.
Fee Estimator
Location
777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240
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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
Bree is a member of Mahogany Ridge, LLC, a potential future rental property, since January 2024. She anticipates minimal administrative duties related to this non-investment related activity.
Employment History
Current Registrations
Missionsquare Wealth Management
Missionsquare Wealth ManagementBroker
Missionsquare Retirement
Previous Registrations
Guidance Point Retirement Services, LLC
Guidance Point Advisors, LLC
LPL Financial LLCBroker
Putnam Retail Management Limited PartnershipBroker
State Registrations12 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.