Brian Everett
Brian Everett is a CFP-designated registered investment advisor at Lifestyle Asset Management, INC., based in Dallas, TX, 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 Financial Planning & Coaching, Investment Management. Their firm serves 928 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.45% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $4.0M | 0.95% |
| $4.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The management fee is “linear” meaning the applicable rate will be applied to the household custodian reported value for each level back to the first dollar.
Fee Estimator
Location
17950 Preston Road #770, Dallas, TX, 75252
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2022Customer Dispute
April 2003Other Business ActivitiesSells Insurance
Brian is an agent for Everett Financial Group, selling fixed, life, health, and P&C insurance, dedicating about 10-20% of his time. He also works full-time for Everett Financial Group in estate and financial planning, and is an investment advisor representative for Lifestyle Asset Management Inc., spending a significant amount of time on financial planning and asset management.
Employment History
Current Registrations
Lifestyle Asset Management, INC.
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Lifestyle Asset Management, INC.
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
LPL Financial LLC
LPL Financial LLCBroker
Sunamerica Securities, INC.Broker
Waddell & Reed, INC.Broker
State Registrations9 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.