Brian Kuhns is a registered investment advisor at Andrew Garrett, INC., based in Newtown, PA, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,122 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.80% |
Maximum annual fee is 2.80% across programs. Fees are negotiable based on account type, size, and services provided.
Fee Estimator
Location
41 University Drive, Suite 400, Newtown, PA, 18940
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2001Other Business Activities
Brian is a high school wrestling coach and a middle school football team assistant coach/defensive coordinator. These non-investment related activities take a few hours per week each.
Employment History
Current Registrations
Andrew Garrett, INC.
Andrew Garrett INC.Broker
Andrew Garrett INC.
Previous Registrations
S.W. Bach & Company
S.W. Bach & CompanyBroker
Kirlin Securities INC.Broker
Kirlin Securities INC.Broker
Princeton Securities CorporationBroker
State Registrations20 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.
Exams
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