Brett Janis is a CFA-designated registered investment advisor at Strong Bridge Advisors LLC, based in San Francisco, CA, with 9 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 57 clients with $35M 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 | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on factors including size of the investment, complexity of the portfolio, or prior relationship with our Firm. Performance fee is 25% of profits above a 4% hurdle rate for qualified clients.
Fee Estimator
Location
San Francisco, CA
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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
Brett is an expert consultant for Pro-Sapient and Antheneum Advisory, spending minimal time on each. He also serves on the board of directors for Navigator Acquisition Corp, dedicating minimal time to this role.
Employment History
Current Registrations
Strong Bridge Advisors LLC
Previous Registrations
Prism Asset Management, LLC
Prism Asset Management, LLC
Prism Asset Management, LLC
State Registrations2 states
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