Brandon Dimicelli
Brandon Dimicelli is a registered investment advisor at Compass Financial Group, based in Windcrest, TX, with 4 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 310 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Financial Group's annual fee for managing your investments ranges from 0.75% to 1.00% of the market value of your assets. The specific fee depends on the size of your portfolio, the complexity of the services, and the level of administration requested. The fee is billed monthly, based on the balance at the end of the billing period. The advisory fee is negotiable.
Location
8940 Fourwinds Dr Ste 311, Windcrest, TX, 78239
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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 ActivitiesSells Insurance
Brandon is an independent insurance agent and independent contractor for Compass Financial Group and Eagle Team Financial Pros, LLC, focusing on life insurance and fixed annuity sales since 2015. These activities take about half of Brandon's time.
Employment History
Current Registrations
Compass Financial Group
Previous Registrations
Brookstone Wealth Advisors, LLC
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.