BP

Brett Justin Pencar

6 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
113 advisors
Number of Clients
5,771 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.6B

Fee Structure

Financial Plan Fee:$500 - $50,000
Hourly Rate:$60 - $500/hr

SCA's investment advisory services are typically fee-based on a percentage of assets under management. Financial planning and asset allocation services are typically charged on an hourly or fixed fee basis. Hourly rates range from $60 to $500 per hour. Total costs for financial plans may range from $500 to $50,000 or more. Fees are negotiable and determined on a client-by-client basis.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

One Alhambra Plaza, Suite 1130, Coral Gables, FL, 33134

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brett is a committee member for Wild Bunch Young Leaders, a philanthropic group supporting Zoo Miami, dedicating minimal time. Brett also owns a short-term rental property in NC, spending about 10-20% of his time on it during weekends.

Employment History
Current Registrations
Snowden Capital Advisors LLC
October 2024 - Present · 1 yr 3 mos
Snowden Account Services LLCBroker
February 2021 - Present · 4 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2020 - February 2021 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
July 2019 - February 2021 · 1 yr 7 mos
State Registrations22 states
AZCACOCTDEFLGAILLAMANCNJNVNYOKORPRSCTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.