Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and vary depending on the service. For CMAP accounts, fees are based on a percentage of assets. Advisor Managed Portfolios have a single 'wrap' fee covering advisory services and transactions, plus an AssetMark platform fee. CAAP and UMA portfolios also use wrap fees. Third Party Money Manager Selection services have fees ranging from 0.25% to 1.25% annually, plus TPMM fees. Financial planning fees range from $500 to $10,000 (fixed) or $50 to $300 per hour.
Areas of Practice
Advisor Information
Office location
60 East Rio Salado Parkway, Suite 1201, Tempe, AZ, 85281
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Customer Dispute
June 2008Other Business ActivitiesSells Insurance
Brett is an agent at Momentum Financial Partners, LLC, where the use of insurance products may be suitable for specific client needs. He is also an investor in and investment advisor for The Ameriflex Group, dedicating nearly full-time hours to the latter.