Brian Elmer is a registered investment advisor at Be Investment Management, based in Avon, CT, 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 Investment Management. Their firm serves 29 clients with $13M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
29 clients
Average Client Portfolio
$448K average
Assets Under Management
$13.0M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Avon, CT
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2012Settled
Employment History
Current Registrations
Be Investment Management
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Fortis Capital Advisors, LLC
December 2021 - January 2023 · 1 yr 1 mo
Be Investment Management
April 2014 - December 2016 · 2 yrs 8 mos
People's Securities, INC.
May 2006 - April 2013 · 6 yrs 11 mos
Olson Mobeck Investment Advisors, INC
December 2003 - June 2006 · 2 yrs 6 mos
State Registrations1 state
CT
Advisor
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
No exam information available for this advisor.