Brandi Lobato
Brandi Lobato is a CFP-designated registered investment advisor at Eversource Wealth Advisors, LLC, based in Boca Raton, FL, with 9 years of industry experience. Brandi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 4,050 clients with $4B 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 $3.0M | 2.00% |
| $3M+ | 2.00% |
The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are subject to negotiation in EverSource’s sole discretion and will vary among different advisors and clients.
Fee Estimator
Location
Boca Raton, FL
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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
Brandi owns Lobato and Associates LLC, providing administrative support to her financial advisory practice, dedicating about 10-20% of her time. She is also a business broker for VR Business Brokers, spending about a quarter of her time on this activity, and a licensed real estate agent in Florida.
Employment History
Current Registrations
Eversource Wealth Advisors, LLC
Previous Registrations
Assuredpartners Investment Advisors
Fortune 360 Group LLC
Securities America, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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