Brendan Fraleigh is a registered investment advisor at Moment Private Wealth, based in Clayton, CA, with 2 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 42 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Moment Private Wealth charges an annual fee based on the value of your portfolio. The fee is paid quarterly. The percentage decreases as the value of your portfolio increases.
For clients with less than $10 million:
- Up to $1,999,999: 1.00%
- $2,000,000 - $3,999,999: 0.80%
- $4,000,000 - $5,999,999: 0.70%
- $6,000,000 - $9,999,999: 0.65%
For clients with $10 million or more:
- Up to $2,999,999: 0.75%
- $3,000,000 - $4,999,999: 0.70%
- $5,000,000 - $9,999,999: 0.65%
- $10,000,000 - $14,999,999: 0.55%
- $15,000,000 - $19,999,999: 0.50%
- $20,000,000 - $29,999,999: 0.45%
- $30,000,000 - $49,999,999: 0.40%
- $50,000,000 - $74,999,999: 0.30%
- $75,000,000 - $99,999,999: 0.25%
- $100,000,000 and above: Negotiable
Location
Clayton, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Moment Private Wealth
Previous Registrations
Iconiq Capital, LLC
State Registrations1 state
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