Brian Wade is a registered investment advisor at Ardent Capital Management, INC., based in Cincinnati, OH, with 9 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, Retirement Planning. Their firm serves 112 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
7864 Camargo Rd, Suite 100, Cincinnati, OH, 45243
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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 Activities
Brian is co-founder/board member/shareholder of Omega Natural Enterprises, LLC, selling supplements, dedicating a few hours per week. He also co-founded Salon Concepts, LLC and The Cielo Group, Inc., spending minimal time on each.
Employment History
Current Registrations
Ardent Capital Management, INC.
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.