Brandon Hess is a registered investment advisor at Cyndeo Wealth Partners, based in Grosse Pointe Park, MI, 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 Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,225 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.30% to 2.00% depending on asset value, complexity, and administration level. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
Grosse Pointe Park, MI
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 Activities
Brandon is general counsel for business clients at Hess Law Group, PC, dedicating nearly all of his time to this role. He is also a member of Yard Bird Investments, LLC, providing legal and business counseling and spending about 10% of his time on this activity.
Employment History
Current Registrations
Cyndeo Wealth Partners
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
More Advisors
- Tarek Abouljoud, CFAAbram Asset Management
- Gabriella Maniaci, CFPRobert W. Baird & CO. Incorporated