Brendan King is a registered investment advisor at Wavvest Wealth, based in Chicago, IL, with 3 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $750K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wavvest Wealth charges a monthly management fee based on the total assets under management of an advisor's firm. The fee is calculated daily and charged monthly.
The specific fee depends on the total assets managed:
- $0 - $10 million: 0.45% per year
- $10 - $25 million: 0.40% per year
- $25 - $50 million: 0.35% per year
- $50 - $100 million: 0.30% per year
- Over $100 million: 0.25% per year
Location
24 East Washington St., Suite 875, Chicago, IL, 60602
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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 →Employment History
Current Registrations
Wavvest Wealth
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations1 state
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