Brett Josey Wealth Management LLC
Brett Josey Wealth Management LLC (CRD# 107870) is a financial advisory firm headquartered in , . They manage $82,925,781 in 56 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management83MILLION
Total Number of Accounts56ACCOUNTS
Average Account Value$1,480,818
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brett Josey (CRD# 2839029) is an Investment Advisor Representative working at Brett Josey Wealth Management LLC in Bossier City, LA and has over 6 years of experience in the finance industry.