Brian Maher
Brian Maher is a registered investment advisor at Signature Equity Partners, LLC, based in Westerville, OH, with 28 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,056 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Signature Equity Partners offers investment management through various programs:
VISION2020 Wealth Management Platform:
- Advisor Managed Portfolio Program: Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
- Unified Managed Account Program: Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
Independent Portfolio Management Services:
- Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
Fees are based on the value of your account and can be tiered or a flat percentage. Fees are typically deducted from your account. The specific fee and payment frequency are detailed in your advisory agreement.
Location
670 Meridian Way, Suite 133, Westerville, OH, 43082
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
Brian is a lawn consultant for Greenskeeper Lawn Service, spending a few hours per week. He also works with LC Wealth Management as an insurance broker and to conduct securities and variable insurance business, taking about half his time and full-time, respectively. Additionally, Brian is an Investment Advisor Representative with Signature Equity Partners, LLC, dedicating about half his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Signature Equity Partners, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Firstmerit Advisors, INC.
Firstmerit Financial Services, INCBroker
New England Securities Corporation
New England SecuritiesBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
The Huntington Investment Company
The Huntington Investment CompanyBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Banc One Securities CorporationBroker
Van Kampen Funds INC.Broker
Kemper Distributors, INC.Broker
State Registrations4 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.