Brett Corsello is a CFA-designated registered investment advisor at Juno Financial Group LLC, based in Richmond, VA, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 321 clients with $540M 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 $100K | 1.50% |
| $100K - $500K | 1.05% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.15% |
Clients with assets at or above $10 million may negotiate a fixed fee.
Fee Estimator
Location
1802 Bayberry Court, Suite 203, Richmond, VA, 23226
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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 a portfolio manager at Juno Financial Group, dedicating full-time hours to investment due diligence and reporting. He also serves as a board member for Commonwealth Community Trust, spending minimal time overseeing the budget and investment manager.
Employment History
Current Registrations
Juno Financial Group LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
State Registrations1 state
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