Brett Elliott is a registered investment advisor at Golden State Wealth Management, LLC, based in Carlsbad, CA, with 7 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 3,888 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Golden State Wealth Management charges a maximum of 2.00% annually for asset management and comprehensive portfolio management services. The exact fee will be outlined in your advisory agreement. Fees are calculated based on the value of your account and billed quarterly in advance. Fees are negotiable.
Location
7750 El Camino Real, Suite 2E, Carlsbad, CA, 92009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brett provides investment advisory services through Golden State Wealth Management, LLC, an independent investment advisor firm, and uses the DBA Peek Wealth. He dedicates nearly full-time hours to these activities.
Employment History
Current Registrations
Golden State Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
Edward Jones
Dunham & Associates Investment Counsel, INC.Broker
State Registrations15 states
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