Brian Stivers
Brian Stivers is a registered investment advisor at Stivers Wealth Management, based in Knoxville, TN, 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 Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.00% |
Minimum annual advisory fee of $5,000. Fees are generally negotiable. StiversWealth also has a co-advisory agreement with Matson Money, where fees generally are 1-2% of Client assets under management.
Fee Estimator
Location
135 Fox Road, Suite H, Knoxville, TN, 37922
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 ActivitiesSells Insurance
Brian is involved in the sales and service of health insurance, life insurance, and annuities through Stivers Wealth Management since 1992. This activity, which involves similar clientele and is investment-related, takes about half of his time, including time during trading hours.
Employment History
Current Registrations
Stivers Wealth Management
Previous Registrations
Corecap Advisors
Corecap Investments, LLCBroker
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
Symetra Investment Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.