Brian Swinney
Brian Swinney is a registered investment advisor at Financial Services of America Advisors, based in Troy, MI, with 8 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,406 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
50 W Big Beaver Rd Suite 500, Troy, MI, 48084
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2021Judgment / Lien
October 2013Other Business ActivitiesSells Insurance
Brian is a Vice President at Financial Services of America, selling life insurance and fixed/indexed annuities. He is also an Investment Adviser Representative with FSA Advisors and CEO of Core Four Services Inc, where he also sells life insurance and annuities.
Employment History
Current Registrations
Fsa Advisors, INC.
Previous Registrations
Independence Capital CO., INC.
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.