Marvin Brigman
Marvin Brigman is a registered investment advisor at Brigman Wealth Management, based in Holt, MI, with 16 years of industry experience. Marvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 38 clients with $5.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brigman Wealth Management's management fee is based on the value of your managed accounts and is paid quarterly, in advance. Your starting fee is 1.75%. The annual fee ranges from 1% to 2%, depending on the size and complexity of your account. Fees for accounts over $2 million are negotiable.
Location
Holt, MI
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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
Marvin maintains his life, accident, and health insurance license since 1995.
Employment History
Current Registrations
Brigman Wealth Management
State Registrations1 state
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