Brett Dickinson
Brett Dickinson is a registered investment advisor at Dai Wealth, LLC, based in New Braunfels, TX, with 2 years of industry experience. Brett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,537 clients with $330M 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 | 2.50% |
The total annual account fee may not exceed 2.50% of the portfolio value. Fees are negotiable based on overall assets, account size, and services provided.
Fee Estimator
Location
New Braunfels, TX
Get directionsHistory
Regulatory History (1)
Criminal
May 2001Other Business Activities
Brett is the General Manager of Central Texas Harley-Davidson, dedicating approximately 120 hours per month to overall dealership management. Brett also works with Western Portfolio partners full-time.
Employment History
Current Registrations
Dai Wealth, LLC
Dai Securities, LLCBroker
Previous Registrations
Arete Wealth Management, LLCBroker
State Registrations7 states
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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