Brett Faitlowicz is a registered investment advisor at Index Technologies Group LLC, based in Los Angeles, CA, with 4 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43 clients with $180M 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 $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $100.0M | 0.45% |
| $100M+ | 0.25% |
Management fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
Los Angeles, CA
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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
Brett is an executive recruiter and owner of Asset & Wealth Management Executive Search, LLC since 2013. This activity is not investment-related.
Employment History
Current Registrations
Index Technologies Group LLC
Asset & Wealth Management Search LLC
State Registrations2 states
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