Advisor at Baker Tilly Wealth Management, LLC
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Firm
Baker Tilly Wealth Management, LLC
Location
Houston, TX 77079
Credentials
Series 65
Industry experience
4 years
Brittany Sigh is a Series 65 licensed financial advisor at Baker Tilly Wealth Management, LLC with four years of industry experience. She has worked at Baker Tilly Wealth Management since 2020 and is also associated with Baker Tilly US, LLP. Prior to her advisory career, her background includes roles in chiropractic services and retail. Baker Tilly Wealth Management, LLC serves individual and high-net-worth clients, families, trusts, pension and profit-sharing plans, and governmental entities. The firm manages approximately $4.6 billion in regulatory assets across 21 advisors, offering investment advisory, financial planning, and retirement plan consulting with strategies driven by Investment Policy Statements and a mix of discretionary and non-discretionary management.
Based on Baker Tilly Wealth Management, LLC
Based on Baker Tilly Wealth Management, LLC
Negotiated fixed fees for investment consulting and pension consulting services; pension consulting plans range from $500 to $130,000 depending on size and complexity
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.65% Over $10,000,000+: 0.55%
Hourly fees typically range from $250 to $725 per hour for investment consulting; $125 to $725 per hour for pension consulting; BTIS hourly rates from $110 to $525 per hour depending on role
Account minimum: $1,500 minimum fee for written financial plans and pension consulting services; no stated general minimum investment for portfolio or consulting clients Minimum fee: Minimum fee of $1,500 for written financial plans and pension consulting services
11750 Katy Freeway, Suite 1100
Houston, TX 77079
Texas
Baker Tilly Wealth Management, LLC
2020 - Present (6 years)
Baker Tilly US, LLP
2019 - Present (7 years)
The Joint Chiropractic
2019 - 2019 (1 year)
Integrative Spine and Sports Chiropractic Rehab
2017 - 2019 (2 years)
Soccer Shots
2017 - 2017 (1 year)
Kendra Scott
2015 - 2017 (2 years)
University of Houston
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Houston, TX
Coastal Wealth Management, LP
Series 65
Houston, TX
Alpha-Tech Investments, LLC
CFP®, Series 66
Katy, TX
Lakes Wealth Advisory, LLC
ChFC®, Series 66
Houston, TX
Decision Tree Advisor
CFP®, Series 63
Houston, TX
SM Scherr Financial LLC
CFA®
Katy, TX
Open Wealth Management LLC
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