Brendan Diette
Brendan Diette is a registered investment advisor at Global Retirement Partners LLC, based in Long Beach, CA, with 18 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
3777 Long Beach Blvd. 5th Floor, Long Beach, CA, 90807
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
Brendan operates under the DBA Bryson Wealth Management for his LPL business since 2021 and has a business entity for tax/investment purposes called Diette Insurance and Financial Services, Inc. Since 2006, Brendan has also been an agent selling life, disability, and long-term care insurance, dedicating a few hours per week to this activity. Brendan also provides investment advisory services through Global Retirement Partners, LLC, dedicating full-time hours to this activity.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations17 states
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