Brian Mohney
Brian Mohney is a registered investment advisor at Sovereign Global Advisors, LLC, based in Mt. Vernon, 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 Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 11 clients with $3.6M 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
1051 Newark Rd, Mt. Vernon, OH, 43050
Get directionsHistory
Regulatory History (1)
Regulatory
June 2005Other Business Activities
Brian is the FINOP/CCO for Sovereign Global Advisors, spending about 10-20% of his time establishing and reviewing financial and compliance records. Brian also owns Mohney Enterprises LLC, a dry ice blasting services and rental business, dedicating minimal time to it.
Employment History
Current Registrations
Sovereign Global Advisors LLCBroker
Sovereign Global Advisors LLC
Lincoln Douglas Investments, LLC
Lincoln Douglas Investments, LLCBroker
Lincoln Douglas Investments, LLC
Previous Registrations
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
Capital Securities of America, INC.Broker
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.