Abbey Brennan is a registered investment advisor at Acute Investment Advisory, based in Mesa, AZ, with 13 years of industry experience. Abbey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 787 clients with $240M 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 | 1.30% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.20% |
Fees are negotiable based on assets under management, complexity of goals, and level of service.
Fee Estimator
Location
4856 East Baseline Road, Suite 104, Mesa, AZ, 85206
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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
Abbey holds an inactive real estate license in Arizona.
Employment History
Current Registrations
Acute Investment Advisory
Previous Registrations
Wells Fargo Advisors, LLC
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.