Brian Sears is a registered investment advisor at Service Academy Capital Management LLC, based in Dallas, TX, with 30 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 60 clients with $730M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $100.0M | 0.65% |
| $100.0M - $250.0M | 0.50% |
| $250M+ | 0.50% |
Amount over $250,000,000 is negotiable.
Fee Estimator
Location
3838 Oak Lawn Ave, Suite 1000, Dallas, TX, 75219
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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 a Founding Partner, Chairman, and CEO of Service Academy Capital Management, an investment advisory business, dedicating about half of his time. He also holds minority stakes in several other investment funds and companies.
Employment History
Current Registrations
Service Academy Capital Management LLC
Previous Registrations
Kelson Capital LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Barclays Capital INC.Broker
Barclays Capital INC.
Neuberger Berman LLCBroker
Neuberger Berman LLC
Lehman Brothers INC.
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Goldman, Sachs & CO.Broker
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.