Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
IP Financial Advisory Services LLC representatives may receive compensation from third-party investment advisors (TPIAs) for recommending their services, generally a percentage of the advisory fee the client pays to them. IP Financial Advisory Services LLC also provides actuarial and other consulting services, with fees separate from advisory fees.
Areas of Practice
Advisor Information
Office location
5950 Fairview Road, Suite 140, Charlotte, NC, 28210
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian owns rental property and manages it, dedicating minimal time. He is also a real estate sales agent, spending about 10-20% of his time on sales, and owns Kurtich Financial LLC, selling insurance products, dedicating a few hours per week. Brian also has a fixed insurance business called Vision Wealth Marketing.