Brian Regan is a registered investment advisor at Investment Research CORP, based in Pittsburgh, PA, with 39 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 177 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IRC clients pay a single annual fee for the wrap fee program, based on a percentage of the portfolio's market value or a flat fee, whichever they choose. The client can choose a $3,000 flat fee, or a fee based on a percentage of the account value for 0.5%, 1.0%, 1.5% or another percent value mutually agreed upon. The maximum fee is 2.0% of assets under management, not including program, product, custodial, or mutual fund fees.
Location
Pittsburgh, PA
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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 ActivitiesSells Insurance
Brian owns and manages a rental property, dedicating minimal time to it. He is also licensed to sell various insurance products, including life, accident, health, and annuities, spending about half his time on these activities.
Employment History
Current Registrations
Investment Research CORP
World Capital Brokerage, INC.Broker
Previous Registrations
World Capital Advisors, LLC
1717 Capital Management Company
1717 Capital Management CompanyBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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.