Brett Polzin is a CFP-designated registered investment advisor at Eight Peaks Wealth Management, based in Parker, CO, with 11 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 7 more.
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 | 1.25% |
| $250K - $2.0M | 0.95% |
| $2.0M - $10.0M | 0.60% |
| $10M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Contact
Brett Polzin
Location
Parker, CO
Get directionsHistory
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 Notary Public. This activity accounts for about 10-20% of his time.
Employment History
Current Registrations
Eight Peaks Wealth Management
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Charles Schwab & CO., INC.Broker
Schwab Private Client Investment Advisory, INC.
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Fidelity Brokerage Services LLCBroker
Edward Jones
Edward JonesBroker
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.