Jacqueline Buenrostro is a registered investment advisor at D. M. Brenner, INC., based in Solana Beach, CA, with 1 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 127 clients with $180M in assets under management.
Compensation
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Fee Structure
D.M. Brenner, Inc. offers asset management services where they align your investment portfolio with your financial goals and risk tolerance. They create asset allocation models using various securities. The annual advisory fee will not exceed 1.25% of your portfolio. Fees are billed monthly or quarterly based on the average daily balance and are deducted from your account. Fees are negotiable.
They also offer combined financial planning and asset management for a single fee, which will not exceed 1.75% per year of your portfolio.
Keep in mind that third-party managers may charge separate fees.
Location
380 Stevens Avenue, Suite 205, Solana Beach, CA, 92075
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
D. M. Brenner, INC.
State Registrations1 state
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