Brian Cayon is a CFA-designated registered investment advisor at Fortress Planning Group, based in Pewaukee, WI, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 283 clients with $350M 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 $1.0M | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $7.0M | 0.50% |
| $7M+ | 0.25% |
Advisory fee is negotiable. An annual maintenance fee of $75 may be charged in addition to the quarterly fee.
Fee Estimator
Location
N17W24222 Riverwood Dr., Suite 145, Pewaukee, WI, 53188
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 →Employment History
Current Registrations
Fortress Planning Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Qa3 Financial CORP.Broker
K. P. Financial, INC.
Cent Wealth Management
Securities Service Network, 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.