Brian Betz is a registered investment advisor at Percension Wealth Advisors, LLC, based in Sammamish, WA, with 15 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 78 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Percension Wealth Advisors offers two investment management options:
- Active Portfolio Management: Fees are based on the amount of your portfolio:
- Up to $1.25 million: 1.00% per year
- Between $1.25 million and $2.50 million: 0.85% per year
- Above $2.50 million: 0.70% per year
- Passive Portfolio Management: 0.25% per year for any amount.
These fees are negotiable and paid monthly, based on the value of your portfolio. Percension Wealth Advisors provides financial planning for portfolio management clients but does not charge a separate or additional fee.
Location
Sammamish, WA
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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 →Employment History
Current Registrations
Percension Wealth Advisors, LLC
Previous Registrations
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
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.