Brian Hogan
Brian Hogan is a registered investment advisor at Stonebridge Capital Management Nw, LLC, based in San Anselmo, CA, with 22 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $49M 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be negotiated or waived for immediate family members of the principles of the firm and certain non-profit organizations. At times, due to special circumstances, a client’s fee may be different than the fee and schedule listed above.
Fee Estimator
Location
San Anselmo, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2008Employment History
Current Registrations
Stonebridge Capital Management Nw, LLC
Previous Registrations
Stonebridge Capital Management Nw, LLC
Stonebridge Capital Management Nw, LLC
Charles Schwab & CO., INC.
State Registrations2 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.