Brian Fylak is a CFP-designated registered investment advisor at Missionsquare Wealth Management, based in Havertown, PA, with 37 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.70% |
| $100K - $500K | 0.65% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.55% |
This fee schedule is for the Unified Managed Account (UMA) Program. The Digital Adviser program has a flat fee of 0.40%. Fees are non-negotiable, but may be aggregated across household accounts. Up to 1% of your account will be held in a cash sweep vehicle and excluded from the wrap fee.
Fee Estimator
Location
Havertown, PA
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1999Employment History
Current Registrations
Missionsquare Wealth Management
Missionsquare Wealth Management
Missionsquare Retirement
Missionsquare Wealth ManagementBroker
Previous Registrations
Alight Financial Solutions, LLCBroker
Alight Financial Advisors, LLC
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
TD Waterhouse Investor Services, INC.Broker
Salomon Smith Barney INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Halpert and Company, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.