Brandon Rzeszut is a registered investment advisor at Alpha Asset Management, based in Akron, OH. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 149 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Rates shown are for Equity and Balanced accounts. Fixed income accounts are charged 0.50% up to $5,000,000 and negotiable above that. Fees are negotiable under certain limited circumstances.
Fee Estimator
Location
50 South Main Street, Suite 1210, Akron, OH, 44308
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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
Alpha Asset Management
Egi Financial, INC.
American Heritage Securities, INC.Broker
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
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