Brett Frascati is a registered investment advisor at Dash Investments, based in Woodland Hills, CA, with 15 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 429 clients with $620M 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 | 1.25% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Minimum annual fee of $12,500. Firm may negotiate certain flat annual rates with clients that can apply to all asset levels.
Fee Estimator
Location
21600 Oxnard Street, Ste. 1755, Woodland Hills, CA, 91367
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 Activities
Brett is the sole owner of a rental property in Centennial, Colorado, since 2011, and uses a property manager for day-to-day tasks. He spends minimal time on this activity, primarily paying for repairs and updates.
Employment History
Current Registrations
Dash Investments
Previous Registrations
Empower Advisory Group, LLC
Personal Capital Advisors Corporation
Pvg Asset Management CORP
Cim Securities, LLCBroker
Montage Investments, LLC
Montage Securities, LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Jackson National Life Distributors LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations2 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.