Brian Sommers is a CFA-designated registered investment advisor at Park Shore Partners LLC, based in Warrendale, PA, with 23 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 5 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Opportunity Funds charge 1.0% per annum (0.25% quarterly) plus a 10% performance fee. The Multi Asset Strategy Fund charges 0.75% per annum (0.1875% quarterly) plus strategy-specific incentive fees.
Fee Estimator
Location
200 Pinewood Lane, Suite 204, Warrendale, PA, 15086
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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 owns multiple rental properties through various LLCs (HBK Fort Myers Realty, HBK Erie Realty, HBK Hermitage Realty, and HBK Meadville Realty) and is a passive owner of HBK Financial Holdings. He is also a Principal and Chief Investment Officer for HBKS Wealth Advisors and Park Shore Partners, spending full-time hours at each.
Employment History
Current Registrations
Park Shore Partners LLC
Hbks Wealth Advisors
Previous Registrations
Partnervest Advisory Services LLC
Fusion Investment Group, LLC
Mckinley Carter Wealth Services, INC.
Vista Investment Management, LLC
Garrison Institutional Asset Management
State Registrations1 state
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.
Exams
More Advisors
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- George Sanders, CFAHbks Wealth Advisors