Brian Breckenridge
Brian Breckenridge is a registered investment advisor at Innovative Financial Advisors, LLC, based in Lincoln, CA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Innovative Financial Advisors refers clients to Gradient Investments, LLC for investment management. Gradient Investments offers various portfolios, and the annual fee is a percentage of your portfolio. Innovative Financial Advisors receives a portion of this fee as a referral fee. Here are the annual fees for different portfolio types:
- Strategic Portfolios: 2.00% (1.00% to Gradient Investments, 1.00% to Innovative Financial Advisors)
- Tactical Portfolios: 1.80% (0.80% to Gradient Investments, 1.00% to Innovative Financial Advisors)
- Allocation & Defined Outcome Portfolios: 1.70% (0.70% to Gradient Investments, 1.00% to Innovative Financial Advisors)
- Preservation Portfolios: 1.00% (0.40% to Gradient Investments, 0.60% to Innovative Financial Advisors)
- Private Wealth Portfolios: 1.50% (0.50% to Gradient Investments, 1.00% to Innovative Financial Advisors)
- Client Directed Accounts: $300 flat fee to Gradient Investments, $0 to Innovative Financial Advisors
These fees are negotiable. A technology fee of $15 per quarter is also charged.
Location
801 Sterling Pkwy, Suite 110, Lincoln, CA, 95648
Get directionsHistory
Regulatory History (6)
Financial
June 2018Financial
May 2017Financial
May 2017Financial
May 2017Financial
January 2017Financial
October 2016Other Business ActivitiesSells Insurance
Brian is involved with Breckenridge Tax & Financial Services, providing tax preparation services seasonally and selling fixed annuities, life, health, and long-term care insurance. These activities take approximately 60 hours per month each, with some overlap during securities trading hours.
Employment History
Current Registrations
Innovative Financial Advisors, LLC
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.