Brian Midtbo
Brian Midtbo is a registered investment advisor at Stronghaven Capital LLC, based in Centennial, CO, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 34 clients with $18M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fee Estimator
Location
9200 E. Mineral Ave., Ste. 100, Centennial, CO, 80112
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2009Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Brian provides investment advisory services through WCG Wealth Advisors, LLC, spending nearly full-time on this activity. He also operates StrongHaven Insurance Brokerage, focusing on non-variable insurance, dedicating a few hours per week.
Employment History
Current Registrations
Stronghaven Capital LLC
Previous Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
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.