Brett Kincade is a registered investment advisor at Ally Invest Advisors, based in Lewisville, TX, with 17 years of industry experience. Brett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 83,199 clients with $1.7B 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 $250K | 0.85% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.75% |
Rates apply to the Personal Advice service. Other programs include Market-Focused Robo Portfolios at a flat 0.30% and Guided Advice at a flat 0.50%. Cash-Enhanced Robo Portfolios have no advisory fee.
Fee Estimator
Location
2911 Lake Vista Drive, Lewisville, TX, 75067
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 works as a Manager in Client Services for Ally Invest Advisors, spending about a quarter of his time in this role. He also works as a delivery driver for DoorDash, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Ally Invest Advisors
Ally Invest Securities LLCBroker
Previous Registrations
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
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.
Exams
More Advisors
- Sean Smith, CFPStrategic Advisers LLC
- Richard Omobogie, CFPZuwa Financial LLC
- Channa Hem, CFPStrategic Advisers LLC
- George Niziol, CFPRaymond James Financial Services Advisors, INC
- Robert Wenzig, CFPAmeriprise Financial Services, LLC
- Charlie Wright, ChFCEdward Jones