Brenda Stein
Brenda Stein is a CFP-designated registered investment advisor at Go Wealth Management, based in Grant Pass, OR, with 12 years of industry experience. Brenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 7 more. Their firm serves 519 clients with $210M 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 | 2.00% |
Maximum annual fee is 2.00%, and fees are negotiable. Financial planning is included with investment management.
Fee Estimator
Location
Grant Pass, OR
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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 ActivitiesSells Insurance
Brenda is a managing member of Pacific Crest Wealth Management, a DBA name used for investment advisory services. She also owns rental property through the Brenda Stein Trust and works as an agent selling fixed insurance, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Go Wealth Management
Previous Registrations
Go Wealth Management
Next Financial Group, INC.
Next Financial Group, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Seacrest Wealth Management, LLC
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.