BG
Brett Gottlieb
Comprehensive Advisor
San Diego, CA
FINRA VerifiedFiduciary
BG
Comprehensive Advisor
San Diego, CAEst. 2009
Firm Details
Experience
17 yrs
AUM
N/A
Minimum
$250K
Fee Type
Fee-Only
Specialties
Retirement PlanningWealth ManagementCollege Planning
Certifications & Licenses
FiduciaryCFPChFCSeries 65
Regulatory Information
FINRA Verified
Disclosures
Clean Record
No complaints, regulatory actions, or disclosures found
Fee Structure
Assets Under Management (AUM) Fee
$0 - $500K1.75%
$500K - $1M1.50%
$1M - $3M1.25%
$3M - $5M1.00%
$5M - Above0.75%
Account minimum: $250K
Comprehensive Financial Plan
$4Kone-time
Work History
Comprehensive AdvisorCurrent
Managing Director / Financial Advisor
Jul 2015 - Present10 years
Merrill Lynch
Senior Financial Advisor
Oct 2011 - Oct 20154 years
Raymond James
Financial Advisor
May 2006 - Mar 20114 years
Ameriprise Financial
Financial Advisor
Oct 2000 - Nov 20066 years
Office Locations
Comprehensive Advisor
PrimarySan Diego, CA
Key Team Members
BG
Brett Gottlieb
Financial Advisor
Reviews
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Key Team Members
BG
Brett Gottlieb
Financial Advisor
Office Locations
Comprehensive Advisor
PrimarySan Diego, CA
Reviews
Leave a ReviewNo reviews yet
Be the first to review