Brian Weinreich is a registered investment advisor at Egi Financial, INC., based in Akron, OH, with 27 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, Retirement Planning. Their firm serves 292 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 $500K | 1.25% |
| $500K - $1.5M | 1.10% |
| $1.5M - $3.0M | 0.95% |
| $3M+ | 0.80% |
Money Management fees are negotiable dependent upon investment strategy and requirements, potential future asset additions and other relationship issues.
Fee Estimator
Location
50 South Main Street, Suite 1210, Akron, OH, 44308-1831
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 →Other Business Activities
Brian works as a registered representative for American Heritage Securities, providing investment services. This takes about half of Brian's time during market hours.
Employment History
Current Registrations
Egi Financial, INC.
American Heritage Securities, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations3 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.