Brett Nesbitt is a registered investment advisor at Capital a Wealth Management, based in Cranberry Township, PA, with 1 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,162 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital A charges a percentage of your portfolio each year for investment management services. The specific rate is determined by a contract. The fee is calculated based on the average daily balance of your account and is billed monthly in arrears. The custodian will directly debit your account for the advisory fee. At Capital A's discretion, asset amounts in accounts from the same household may be aggregated together to determine the advisory fee.
Location
8050 Rowan Road, Suite 401, Cranberry Township, PA, 16066
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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.
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Brett works as an accountant providing tax preparation services through Capital A Tax Solutions, LLC. This activity takes nearly all of his time.
Employment History
Current Registrations
Capital a Wealth Management
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.