Brandon Tesar
Brandon Tesar is a registered investment advisor at One Wealth Capital Management, LLC, based in El Segundo, CA, with 13 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 261 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
One Wealth Management charges an annual fee based on a percentage of the assets they manage. The exact fee is agreed upon in advance and may be negotiable. The fee is billed monthly based on the average daily balance of your account. One Wealth may use third-party investment advisors, and the total fee, including the third-party advisor's fee, will not exceed 2.00%.
Location
222 N Pacific Coast Hwy, 10th Floor, El Segundo, CA, 90245
Get directionsHistory
Regulatory History (2)
Regulatory
April 2012Criminal
July 2001Other Business ActivitiesSells Insurance
Brandon works as a freelance entertainment professional since 2000, dedicating minimal time. He is also a licensed insurance agent since 2012, spending minimal time on insurance sales.
Employment History
Current Registrations
One Wealth Capital Management, LLC
Previous Registrations
One Wealth Management
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.