Brian Jennison
Brian Jennison is a registered investment advisor at Paysse Jennison Financial Advisors, Paysse Jennison, based in Mercer Island, WA, with 29 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 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 | 0.82% |
| $750K+ | 0.64% |
Fees may be negotiated at the discretion of Paysse Jennison, Inc. The negotiated fee could include waiving the $1500 minimum, a lower percentage than the stated fee schedule, or a flat fee based on the hourly rate and anticipated specified work.
Fee Estimator
Location
9311 SE 36th Street Suite 206, Mercer Island, WA, 98040
Get directionsHistory
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.