Brian Quinn
Brian Quinn is a CFA-designated registered investment advisor at Wellth Advisory Services, LLC, based in Shorewood, IL, with 32 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, Retirement Planning. Their firm serves 2,383 clients with $24B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
Shorewood, IL
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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 has several business activities, including 1099 employment with Mass Hockey, DBAs for his LPL business (Strategic Retirement Partners and SRP), and providing investment advisory services through Global Retirement Partners (termed 6/2024). He also has a non-variable insurance business since 2010.
Employment History
Current Registrations
Wellth Advisory Services, LLC
LPL Financial LLCBroker
Previous Registrations
Global Retirement Partners LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.Broker
Putnam Retail Management Limited PartnershipBroker
State Registrations4 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.