Brian Belcastro
Brian Belcastro is a registered investment advisor at The $ Coach, LLC, based in El Dorado Hills, CA, with 26 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 4 clients with $180K 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 $10K | 12.00% |
| $10K+ | 1.50% |
Fees are negotiable depending on the client's needs and the complexity of the situation. The fee for accounts between $1 and $10,000 is up to $30/quarter.
Fee Estimator
Location
El Dorado Hills, CA
Get directionsHistory
Regulatory History (1)
Criminal
December 1992Employment History
Current Registrations
The $ Coach, LLC
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Liberty Partners Financial Services, LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.