Brian Lloyd is a registered investment advisor at Painted Porch Advisors LLC, based in Santa Barbara, CA, with 16 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, High Net Worth, Investment Management, and 2 more. Their firm serves 215 clients with $520M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Standard fee schedule is not negotiable; however, Painted Porch reserves the right to make exceptions in limited circumstances at their discretion. They also manage some family and related accounts without charge.
Fee Estimator
Location
115 S La Cumbre Lane, Suite 201, Santa Barbara, CA, 93105
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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 →Employment History
Current Registrations
Painted Porch Advisors LLC
Previous Registrations
West Coast Financial, LLC
State Registrations2 states
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