Jesse Brownfield is a registered investment advisor at Baytrust Wealth Management, LLC, based in Tampa, FL, with 10 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Asset management fees will not exceed an annual rate of 2.00%. Specific fees and terms are detailed in the advisory agreement.
Fee Estimator
Location
15316 N Florida Ave, Tampa, FL, 33613
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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