Gene Elliott
Gene Elliott is a registered investment advisor at Brio Financial Group, based in San Francisco, CA, with 25 years of industry experience. Gene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 767 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee. Fees are negotiable.
Fee Estimator
Location
19 Sutter Street, San Francisco, CA, 94104
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 →Other Business ActivitiesSells Insurance
Gene has been an insurance agent since 2009. He also spends minimal time as a product reviewer on YouTube since 2022.
Employment History
Current Registrations
Brio Financial Group
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
Citigroup Global Markets INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations2 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.