Brian Biederman
Brian Biederman is a CFP-designated registered investment advisor at Nortlov Advisory, LLC, based in Mcdonough, GA, with 41 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.35% |
Fees are negotiable. Fee breakpoints are not retroactive.
Fee Estimator
Location
Mcdonough, GA
Get directionsHistory
Regulatory History (2)
Judgment / Lien
February 2020Regulatory
September 1992Other Business Activities
Brian is a volunteer board member and assistant kitchen manager at Congregation Sha'arei Israel Orthodox Synagogue, dedicating about 10-20% of his time. He also volunteers as treasurer for a Libertarian Party candidate, spending minimal time preparing campaign finance reports.
Employment History
Current Registrations
Nortlov Advisory, LLC
Nortlov Securities LLC
Nortlov Securities LLCBroker
Previous Registrations
Cape Investment Advisory, INC.
Cape Securities INC.Broker
Money Concepts Capital CORPBroker
Innovation Partners LLC
Innovation Partners LLCBroker
Ip Financial Advisory Services LLC
Infinity Financial Services Advisory
Infinity Financial Services
Infinity Financial ServicesBroker
Adirondack Trading Group LLCBroker
Ridgeway Conger Advisory Services
Ifs Advisory, LLC
Ifs Advisory, LLC
Ifs SecuritiesBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Royal Alliance Associates, INC.Broker
Keogler, Morgan & Company, INC.Broker
Private Ledger Financial Services, IncorporatedBroker
First Investors CorporationBroker
State Registrations6 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.