Brett Sposa is a registered investment advisor at Kingsview Wealth Management, LLC, based in Falls Church, VA, with 9 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 10,049 clients with $6.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kingsview Wealth Management's annual advisory fee for wealth and asset management services is negotiable and capped at 2.50% annually, inclusive of any asset management fees charged by Kingsview Investment Management (KIM). The standard wealth management fee schedule is:
- First $250,000 – 1.50% annually
- Next $750,000 – 1.00% annually
- Any amount over $1,000,000 – 0.75% annually
Fees are negotiable and are set at the discretion of the KWM IAR providing services. This fee is exclusive of a KIM model fee, underlying investment fees or any third-party money manager fee.
Location
2941 Fairview Park Dr, Suite 800, Falls Church, VA, 22042
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brett is the owner/president of Alden Enterprises, LLC, a merchant services company, spending a few hours per week on reconciling income and minor management. He also serves as President/Director of The Giving Game Inc., a non-profit, and owns a rental property, dedicating minimal time to each.
Employment History
Current Registrations
Kingsview Wealth Management, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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