Brett Agnew is a CFP-designated registered investment advisor at Journey Strategic Wealth LLC, based in Summit, NJ, with 27 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 928 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Journey Strategic Wealth manages investments for a fee based on the value of your portfolio. The annual fee ranges from 0.30% to 1.75%, depending on the complexity of services, the amount of assets managed, and the overall relationship. The fee is paid quarterly, in advance.
Location
47 Maple Street, Suite 104, Summit, NJ, 07901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Journey Strategic Wealth LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
First Republic Securities Company, LLCBroker
Jmp Securities LLCBroker
Hotovec, Pomeranz & CO., LLCBroker
E*offeringBroker
Volpe Brown Whelan & Company, LLCBroker
Prudential Securities IncorporatedBroker
Protected Investors of AmericaBroker
Reynolds Kendrick Stratton, INC.Broker
Fortis Investors, INC.Broker
State Registrations5 states
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.