Brenda Coyle
Brenda Coyle is a ChFC-designated registered investment advisor at C 3 Financial Strategies, based in Newbury Park, CA, with 15 years of industry experience. Brenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 28 clients with $8.5M 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 | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2M+ | 0.60% |
Covered option trading accounts require a separate account with a $25,000 minimum size.
Fee Estimator
Location
Newbury Park, 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 ActivitiesSells Insurance
Brenda is a licensed agent with multiple life, disability, and other insurance companies, offering insurance products and receiving commissions. This activity takes about 10% of her time.
Employment History
Current Registrations
C 3 Financial Strategies
Previous Registrations
Pacific Financial Strategies, INC
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
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