Brett Wakasa is a registered investment advisor at Payden & Rygel, based in Los Angeles, CA, with 19 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 476 clients with $150B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.15% |
| $100M+ | 0.13% |
This is the fee schedule for Enhanced Cash/Flexible Short Duration accounts. Other account types have different fee schedules. Fees are negotiable.
Fee Estimator
Location
333 S. Grand Avenue, 40th Floor, Los Angeles, CA, 90071
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Payden & Rygel
Payden & Rygel DistributorsBroker
Previous Registrations
Pimco Investments LLCBroker
Allianz Global Investors Distributors LLCBroker
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
New England SecuritiesBroker
State Registrations1 state
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