Brian Weckman is a registered investment advisor at Actis Wealth Management, based in Waukee, IA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 65 clients with $70M 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 $100K | 1.85% |
| $100K - $250K | 1.70% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.5M | 0.95% |
| $3.5M+ | 0.75% |
Accounts desiring hedging strategies and/or active trading: maximum annual fee of no more than 3.00%. Fixed Income-Based accounts with over $2,000,000 in assets: maximum annual fee of 0.50%. The annual fee may be negotiable.
Fee Estimator
Location
1050 SE Olson Drive, Suite I, Waukee, IA, 50263
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 Activities
Brian is involved with AWM Properties LLC, a real estate rental business, dedicating minimal time. He also owns Central Iowa Resellers, purchasing and reselling personal items, spending a few hours per week.
Employment History
Current Registrations
Actis Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
H&r Block Financial Advisors, INC.Broker
State Registrations1 state
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.