BV
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
369 clients
Average Client Portfolio
$277K average
Assets Under Management
$102.3M
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees are negotiable based on client type, complexity, account composition, potential deposits, relationship with advisor, and total AUM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$500 - $5,000
Hourly Rate:$150/hr
Asset management fees are 1.00% annually, billed quarterly in advance. Financial planning and consulting services are offered at an hourly rate of $150 or a fixed fee between $500 and $5,000, both negotiable. Ongoing advisement services are billed at 1.00% of the assets under advisement, charged quarterly in advance.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information
Office location
263 Deo Drive, Newark, OH, 43055
Get directionsRegulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2014Settled
Regulatory
February 2011Final
Customer Dispute
September 2004Closed-No Action
Customer Dispute
August 2004Settled
Employment Separation After Allegations
June 2003Customer Dispute
February 2002Settled
Customer Dispute
December 1996Settled
Other Business Activities
Brian is a part owner in Bravo Holdings, LLC, a partnership focused on acquiring investment real estate. This activity is not insurance-related.
Employment History
Current Registrations
Van Winkle Wealth Management Group LLC
August 2005 - Present · 20 yrs 5 mos
Syndicated Capital, INC. Broker
June 2003 - Present · 22 yrs 7 mos
Previous Registrations
Mcdonald Investments INC.Broker
January 2000 - June 2003 · 3 yrs 5 mos
Banc One Securities CorporationBroker
December 1994 - January 2000 · 5 yrs 1 mo
Walnut Street Securities, INC.Broker
February 1994 - January 1995 · 11 mos
Equico Securities, INC. Broker
September 1993 - December 1993 · 3 mos
The Equitable Life Assurance Society of the United StatesBroker
September 1993 - December 1993 · 3 mos
State Registrations3 states
CANJOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.