Brett Nesbitt is a registered investment advisor at Capital a Wealth Management, based in Cranberry Township, PA, with 1 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,162 clients with $610M 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 | 2.00% |
Capital A Wealth Management charges an annual fee not to exceed 2.00% of assets under management, billed monthly in arrears based on the average daily balance. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
8050 Rowan Road, Suite 401, Cranberry Township, PA, 16066
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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 →Other Business Activities
Brett works as an accountant providing tax preparation services through Capital A Tax Solutions, LLC. This activity takes nearly all of his time.
Employment History
Current Registrations
Capital a Wealth Management
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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