Brett Maggard
Brett Maggard is a registered investment advisor at Singer Wealth Advisors LLC, based in Wesley Chapel, FL, with 7 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 953 clients with $910M 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 $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are generally negotiable based on total managed assets and overall complexity. Other strategies like Cash Management charge up to 0.50%, while Tactical Management and PPLI/PPVA charge up to 2.00%.
Fee Estimator
Location
2210 Ashley Oaks Circle, Suite 102, Wesley Chapel, FL, 33445
Get directionsHistory
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
Brett is an insurance agent selling insurance products and services, dedicating about half of his time to this activity. He also operates as Maggard Wealth Management, focusing on sales and service, which occupies nearly all of his time.
Employment History
Current Registrations
Singer Wealth Advisors LLC
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
Prime Capital Investment Advisors, LLC
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
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.
Exams
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