Brett Cristiano is a registered investment advisor at Verus Financial Group, based in Sugar Land, TX, with 13 years of industry experience. Brett 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 388 clients with $160M 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 | 0.80% |
The fee for all assets held within Charles Schwab Institutional is 0.80% annually. The firm will not charge clients in excess of 1.50% fee based upon the assets under management for all services listed within Item 4.
Fee Estimator
Location
14141 Southwest Freeway, Suite 150, Sugar Land, TX, 77478
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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 is a member of the Elite Resource Team at MassMutual Life Insurance Company, which delivers value through outsourced cost segregation and tax reduction strategies. He dedicates minimal time outside trading hours to attending meetings for this role.
Employment History
Current Registrations
Verus Financial Group
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.