Brandt Wealth Advisors provides investment advisory services, primarily managing portfolios on a discretionary basis. They use a tactical allocation strategy to reduce risk and increase performance, potentially using various securities and mutual funds. Brandt may recommend other unaffiliated money managers or investment advisors. They tailor their services to individual client needs and may accommodate investment restrictions.
Assets Under Management$28M
Clients46
Advisors1
Avg. per Client$610K
Avg. per Advisor$28M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The management fee may be negotiated at the sole discretion of the Advisor and may be reduced or waived for directors, officers, and employees of Brandt at the discretion of management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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