BI
BI

Brett Igoe

8 Years of Experience
Old Bridge, NJ

Brett Igoe is a registered investment advisor at 360 Degrees Capital Management LLC, based in Old Bridge, NJ, with 8 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 65 clients with $15M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
65 clients
Average Client Portfolio
$228K average
Assets Under Management
$14.9M

Fee Structure

Minimum Investment:$60K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $5.0M0.65%
$5M+0.50%

Family assets from different households may be combined to reduce the fee at the firm’s discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Old Bridge, NJ

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
360 Degrees Capital Management LLC
March 2017 - Present · 9 yrs 2 mos
State Registrations1 state
NJ
Advisor

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Exams
No exam information available for this advisor.