BT
BT

Brian Towns

28 Years of Experience
Greenbrae, CA
Broker

Brian Towns is a registered investment advisor at Blackrock Fund Advisors, based in Greenbrae, CA, with 28 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 528 clients with $4300B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
528 clients
Average Client Portfolio
$8.1B average
Assets Under Management
$4282.2B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.65%
$1.0M - $3.0M0.60%
$3.0M - $10.0M0.45%
$10.0M - $25.0M0.40%
$25.0M - $50.0M0.30%
$50M+0.25%

Rates reflect general U.S. equity strategies. Fixed income strategies have separate schedules ranging from 0.10% to 0.35%. Fees may be negotiated based on relationship size and scope.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Greenbrae, CA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Blackrock Fund Advisors
September 2013 - Present · 13 yrs 1 mo
Blackrock Investments, LLCBroker
January 2012 - Present · 14 yrs 9 mos
Blackrock Investments, LLC
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Blackrock Fund Distribution CompanyBroker
July 2008 - December 2011 · 3 yrs 5 mos
Barclays Global Investors ServicesBroker
January 2000 - December 2008 · 8 yrs 11 mos
Stephens INC.Broker
June 1999 - October 1999 · 4 mos
Provident Distributors, INC.Broker
January 1999 - February 1999 · 1 mo
Nationsbanc Montgomery Securities LLCBroker
October 1998 - December 1998 · 2 mos
Bancamerica Securities, INC.Broker
October 1997 - October 1998 · 1 yr
Robertson, Stephens & Company LLCBroker
March 1997 - October 1997 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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