Brandon Rotsky
Brandon Rotsky is a CFP-designated registered investment advisor at Kinetic Wealth Investment Advisors, LLC, based in Mentor, OH, with 8 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 179 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% |
Fees are negotiable.
Fee Estimator
Location
7441 Center Street, Mentor, OH, 44060
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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
Brandon is a registered representative with LPL Financial, dedicating a few hours per week to investment-related duties. He also provides investment advisory services through Kinetic Wealth Investment Advisors, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Kinetic Wealth Investment Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Sage Private Wealth Group, LLC
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.