Tiana Brenneise is a registered investment advisor at Ocean Park Asset Management, LLC, based in Santa Monica, CA, with 11 years of industry experience. Tiana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 195 clients with $4.9B 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 $500K | 2.40% |
| $500K - $2.0M | Included |
| $2M+ | 1.20% |
Fees are negotiable. The blended rate for accounts between $500,000 and $2,000,000 is calculated as 2.4% on the first $500,000 and 1.8% on the portion exceeding $500,000. Accounts holding affiliated funds receive a fee offset credit.
Fee Estimator
Location
3420 Ocean Park Blvd., Ste 3060, Santa Monica, CA, 90405
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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
Tiana owns The Honeys Collection, a merchandise and apparel company, and spends a few hours per week on sales activities. She also works as a marketing director and owns Airbnbs, dedicating minimal time to each. Finally, Tiana works as a scheduler for DW Enterprises, Inc. for a minimal amount of time.
Employment History
Current Registrations
Ocean Park Asset Management, LLC
Northern Lights Distributors, LLC
Northern Lights Distributors, LLCBroker
Previous Registrations
Ocean Park Asset Management, INC.
Aig Capital Services, INC.Broker
State Registrations1 state
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