Stuart Brazie
Stuart Brazie is a CFP, ChFC-designated registered investment advisor at Westminster Financial Advisory CORP, based in Beavercreek, OH, with 32 years of industry experience. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,022 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westminster Financial Advisory charges a percentage of the value of your investments. The annual percentage rate is negotiable based on factors like the services offered, complexity, total assets in the household, and the relationship with the advisor. The annual advisory fee will not exceed 2.5% of the managed account value. Clients may also be charged commissions and/or service fees for trades executed in their account, which are also negotiable.
Location
50 Chestnut Street, Suite A-400, Beavercreek, OH, 45440
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2017Other Business ActivitiesSells Insurance
Stuart works as an insurance agent/contractor since 2006, selling LTC, SPDA, term, and other insurance products. This activity takes minimal time.
Employment History
Current Registrations
Westminster Financial Advisory CORP
Westminster Financial Securities, INC.Broker
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Whitehall Financial Services, INC.
Great American Advisors, INC.Broker
Westminster Financial Securities, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Westminster Financial Securities, INC.Broker
State Registrations11 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.