Brandon Apisa is a CFP-designated registered investment advisor at The Genwealth Group, INC., based in Maplewood, NJ, with 4 years of industry experience. Brandon 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 261 clients with $480M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Seton Hall Alumni who engage with the Company for investment advisory services with assets of $500,000 or more receive a 10% discount on their first year advisory fee. The minimum annual fee of $6,250 is waived for clients in the automated investment program.
Fee Estimator
Location
6 Inwood Place, Maplewood, NJ, 07040
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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 →Other Business Activities
Brandon operates OmniGrowth Wealth Professionals as a DBA for his LPL business. This investment-related activity takes up nearly all of Brandon's time.
Employment History
Current Registrations
The Genwealth Group, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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.