Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are determined separately for each account and are negotiable, depending on factors like asset type, account size, and services provided. Fees are generally based on a percentage of assets under management, charged quarterly or monthly, in advance or arrears. IARs may also charge a flat dollar rate or percentage for managing held-away accounts. Clients may also be charged commissions if the IAR is a registered representative.
Areas of Practice
Advisor Information
Office location
1511 York Road, Timonium, MD, 21093
Get directionsRegulatory 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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Brian is an associated person of Founders Financial Securities, LLC and uses FFS and DBA names for investment sales. He also owns Chrest CPA Tax & Financial, PC, Bmore Tax & Strategy, and is an LLC member of Chrest CPA Tax & Financial PC, 1511 York Rd LLC, dedicating full-time hours to the CPA business and minimal time to the others.