Brendan Cummins is a registered investment advisor at Asymmetric Advisors, based in Aliso Viejo, 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 Investment Management. Their firm serves 4 clients with $600K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asymmetric Advisors charges a percentage of your portfolio each year, depending on the investment strategy you choose:
- Option Spread Strategy: 2.00% per year
- Mutual Fund Timing Strategy: 1.5% per year
- Value Stock Strategy: 1.00% per year
In addition, Asymmetric Advisors charges an annual account service and technology/administrative fee of $60.
Location
16B Journey Ste 110, Aliso Viejo, CA, 92656
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Asymmetric Advisors
State Registrations1 state
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