Brian Farris
Brian Farris is a registered investment advisor at Financial Design Group, LLC, based in Lavista, NE, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 210 clients with $110M 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 | 1.00% |
| $500K - $1.2M | 0.75% |
| $1.2M - $2.5M | 0.65% |
| $2.5M+ | 0.55% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the potential for additional account deposits, and the total amount of assets under management in the account.
Fee Estimator
Location
12110 Port Grace Boulevard, Suite 200, Lavista, NE, 68128
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Brian is a licensed insurance agent and can provide advice on insurance policies. However, he does not sell insurance or annuity products to Financial Design Group, LLC clients to avoid conflicts of interest.
Employment History
Current Registrations
Financial Design Group, LLC
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations3 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.