Brett Testerman is a CFP-designated registered investment advisor at Excomp Asset Management LTD, based in Melville, NY. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 153 clients with $130M 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 $1000K | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are calculated quarterly. A $50 administrative fee is charged each quarter. Administrative fees are negotiable.
Fee Estimator
Location
425 Broadhollow Rd, Suite 318, Melville, NY, 11747
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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
Excomp Asset Management LTD
Previous Registrations
Excomp Asset Management LTD
State Registrations4 states
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