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Brian Bothe

Amerity Wealth Management, LLC
11 Years of Experience
Naples, FL
10 Disclosures
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Brian Bothe is a registered investment advisor at Amerity Wealth Management, LLC, based in Naples, FL, with 11 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 750 clients with $340M in assets under management.

Amerity Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
750 clients
Average Client Portfolio
$452K average
Assets Under Management
$338.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.10%
$750K - $2.0M1.60%
$2M+1.10%

Rates reflect maximum total annual advisory fees for advisor-directed accounts, including Amerity Wealth's fee and platform fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Naples, FL

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History

Regulatory History (10)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2022
Final
Financial
February 2022
Final
Financial
January 2022
Final
Financial
November 2021
Final
Financial
March 2021
Final
Financial
February 2021
Final
Financial
December 2020
Final
Financial
November 2020
Final
Financial
November 2020
Final
Financial
November 2020
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Amerity Wealth Management, LLC
August 2026 - Present · 2 mos
Previous Registrations
LPL Enterprise, LLC
December 2024 - July 2026 · 1 yr 7 mos
LPL Enterprise, LLCBroker
December 2024 - July 2026 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2022 - November 2024 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2022 - November 2024 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2019 - May 2021 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2019 - May 2021 · 1 yr 9 mos
Citicorp Investment ServicesBroker
May 2004 - February 2005 · 9 mos
Chevy Chase Financial ServicesBroker
January 2004 - May 2004 · 4 mos
Chevy Chase Financial Services
January 2004 - May 2004 · 4 mos
Morgan Stanley
September 2001 - January 2004 · 2 yrs 4 mos
Morgan Stanley Dw INC.Broker
August 2001 - January 2004 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1997 - November 1999 · 1 yr 11 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
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