Brian Jennison
Brian Jennison is a registered investment advisor at Paysse Jennison Financial Advisors, Paysse Jennison, based in Mercer Island, WA, 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 Investment Management, Retirement Planning. Their firm serves 30 clients with $65M 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 | 1.00% |
| $500K - $750K | 0.55% |
| $750K+ | 0.40% |
Fees may be negotiated. For portfolios under $150,000 accepted by the firm, the annual minimum charge is $1,500 or 2%, whichever is less.
Fee Estimator
Location
9311 SE 36th Street Suite 206, Mercer Island, WA, 98040
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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 →Employment History
Current Registrations
Paysse Jennison Financial Advisors, Paysse Jennison
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.
Exams
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