Brian Clauer
Brian Clauer is a registered investment advisor at Level Four Advisory Services, based in Burbank, CA, with 31 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 15,720 clients with $6.5B 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 | 2.50% |
Maximum fee is generally 2.50% across programs, but varies by specific program and strategy. Fees are negotiable.
Fee Estimator
Location
Burbank, CA
Get directionsHistory
Regulatory History (1)
Criminal
September 1988Other Business Activities
Brian is the owner/operator of VTG Alpine, an e-commerce rental business selling vintage alpine sports accessories and decorative items, since October 2024. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Level Four Advisory Services
Level Four Financial, LLCBroker
Previous Registrations
Level Four Financial, LLC
Raymond James Financial Services, INC.Broker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Morgan Stanley Dw INC.Broker
Corna Securities, INC.Broker
State Registrations9 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.
Exams
More Advisors
- Russell Doe, CFPRussell Doe Financial Services
- Nare Abramyan, ChFCState Farm Investment Management CORP.
- Leor Solomon, CFPLPL Financial LLC
- Taylor Moore, CFPWells Fargo Advisors
- Gary Strangis, CFPEdward Jones
- Gregory Vojtanek, CFPFade in Financial