Brett Dysart
Brett Dysart is a registered investment advisor at Strategic Blueprint, LLC, based in Raleigh, NC, 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 3,506 clients with $2.5B 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 | 2.25% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Rates shown are the maximum asset-based fees for the all-inclusive program. Non-inclusive program maximum rates are 0.10% lower across all tiers. All fees are negotiable.
Fee Estimator
Location
2301 Stonehenge Drive, Suite 210, Raleigh, NC, 27615
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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 ActivitiesSells Insurance
Brett owns rental properties (Blackberry Ridge and Lake Escape, LLC) and is involved in real estate remodels and consulting through Cameo Design, LLC. He is also a partner at Cornerstone Wealth Management, LLC, an investment advisor representative at Strategic Blueprint, LLC, and refers clients to Tucker Insurance Services for fixed life insurance needs.
Employment History
Current Registrations
Strategic Blueprint, LLC
The Strategic Financial Alliance, INC.Broker
Previous Registrations
The Strategic Financial Alliance
State Registrations6 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.
Exams
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