Brian Sherman is a CFP-designated registered investment advisor at Missionsquare Wealth Management, based in Washington, DC, with 31 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.70% |
| $100K - $500K | 0.65% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.55% |
This fee schedule is for the Unified Managed Account (UMA) Program. The Digital Adviser program has a flat fee of 0.40%. Fees are non-negotiable, but may be aggregated across household accounts. Up to 1% of your account will be held in a cash sweep vehicle and excluded from the wrap fee.
Fee Estimator
Location
777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240
Get directionsHistory
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 an accounting and tax preparation business since 2018, dedicating about 10-20% of his time to it. He also owns rental property since 2003, spending minimal time on maintenance and management.
Employment History
Current Registrations
Missionsquare Retirement
Missionsquare Wealth ManagementBroker
Missionsquare Wealth Management
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
AXA Advisors, LLC
AXA Advisors, LLCBroker
H.D. Vest Investment ServicesBroker
World Group Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
C. J. M. Planning CORP.Broker
Pruco Securities CorporationBroker
Wma Securities, INC.Broker
Mds Securities IncorporatedBroker
C. J. M. Planning CORP.Broker
Marketing One Securities, INC.Broker
C. J. M. Planning CORP.Broker
State Registrations2 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.