Brian Willis
Brian Willis is a registered investment advisor at Wilson Wealth Management Group, L. L. C., based in Charlotte, NC, with 18 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 488 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wilson Wealth charges up to 2.00% of your portfolio for investment management. For accounts managed through Pontera (held-away accounts), the fee is up to 1.50%. The exact fee you pay may be negotiable. The firm notes that their investment management fee is higher than normal due to their investment strategy.
Location
Charlotte, NC
Get directionsHistory
Regulatory History (3)
Financial
July 2020Financial
September 2019Judgment / Lien
February 2015Other Business ActivitiesSells Insurance
Brian is a real estate agent since 2009 and is involved in drone photography/videography. He is also an agent for individual life, property/casualty, health, group life, group health, and disability insurance, and the CEO of a business referral company; each of these activities takes minimal time.
Employment History
Current Registrations
Wilson Wealth Management Group, L. L. C.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
The O.N. Equity Sales CompanyBroker
Uvest Financial Services Group, INC.Broker
First Union Brokerage Services, INC.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.