Brian Oard is a CFP-designated registered investment advisor at A&m Private Wealth Partners, LLC, based in Thousand Oaks, CA, with 21 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 43 clients with $1.8B 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% |
The maximum annual advisory fee generally is 1% of the assets under management. Fees are generally not negotiable, but can in certain instances be negotiable in the firm's sole discretion.
Fee Estimator
Location
Thousand Oaks, CA
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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 owns Sire Properties, LLC, which invests in single-family home rentals. He spends minimal time overseeing the property manager.
Employment History
Current Registrations
A&m Private Wealth Partners, LLC
Previous Registrations
Northern Trust Securities, INC.Broker
Mbsc, LLC
Mbsc, LLCBroker
1st Global Capital CORP.Broker
1st Global Advisors INC
Gold Coast Securities, INC.
Gold Coast Securities, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Lincoln Financial Advisors CorporationBroker
W. S. Griffith & CO., INC.Broker
Pruco Securities CorporationBroker
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.
Exams
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