Brian Hodgeman
Brian Hodgeman is a registered investment advisor at Ally Invest Advisors, based in Cleves, OH, with 13 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 83,199 clients with $1.7B 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 $250K | 0.85% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.75% |
Rates apply to the Personal Advice service. Other programs include Market-Focused Robo Portfolios at a flat 0.30% and Guided Advice at a flat 0.50%. Cash-Enhanced Robo Portfolios have no advisory fee.
Fee Estimator
Location
Cleves, OH
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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 →Other Business ActivitiesSells Insurance
Brian is a Specialist-Invest Premier Services at Ally Invest Advisors, supporting both Ally Invest Securities and Ally Invest Advisors, dedicating about a quarter of his time. Brian also owns Hodgeman Insurance & Financial, LLC to receive insurance commissions, dedicating minimal time.
Employment History
Current Registrations
Ally Invest Advisors
Ally Invest Securities LLC
Ally Invest Securities LLCBroker
Previous Registrations
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
UBS Painewebber INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations52 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.
Exams
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