Brian Mcinerney is a registered investment advisor at Staley Capital Advisers INC, based in Pittsburgh, PA, with 29 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 424 clients with $2.9B 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 $3.0M | 0.75% |
| $3.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
Some client relationships are charged a flat percentage rate rather than a scaled fee. Flat percentage fees for private accounts ranged from 0.125% to 0.55% on 12/31/2024, depending on the number, size, and complexity of the accounts within the relationship. Fees may be negotiable.
Fee Estimator
Location
One Oxford Centre, Suite 3950, Pittsburgh, PA, 15219
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Regulatory 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.
Learn about disclosures →Other Business Activities
Brian is a board member and committee member for The Children's Institute, a nonprofit serving children with special needs. He dedicates minimal time to this uncompensated role, including oversight of agency operations, finances, endowment fund, and the employee pension plan.
Employment History
Current Registrations
Staley Capital Advisers INC
State Registrations2 states
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