Brandon Nissen is a CFP-designated registered investment advisor at Opulence Planning, based in Chinook, MT, with 8 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 22 clients with $10M 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 $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are calculated as a blended rate based on average daily balance throughout the quarter and are negotiable.
Fee Estimator
Location
Chinook, MT
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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
Opulence Planning
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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