Brian Soistmann
Brian Soistmann is a registered investment advisor at Strategic Advisers LLC, based in Forest, VA, with 16 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Forest, VA
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2003Criminal
April 1992Other Business Activities
Brian is an online adjunct professor at Liberty University since 2012 and Colorado Technical University since 2023, spending about 10-20% of his time grading and responding to student emails at each university.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 states
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.