Brett Renner is a registered investment advisor at Quantum Financial Partners LLC, based in Omaha, NE, 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 Investment Management. Their firm serves 395 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual asset-based fees range from 0.70% to 1.50% and are negotiated based on the type of account, level of service, and other account-related factors.
Fee Estimator
Location
3803 N. 153rd St., Suite 202, Omaha, NE, 68144
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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 owns BTMD, LLC, a non-affiliated real estate investment company. This business is conducted outside of normal business hours.
Employment History
Current Registrations
Quantum Financial Partners LLC
Previous Registrations
Edward Jones
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.
Exams
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