BM
BM

Brian Mcisaac

4 Years of Experience
Waterford, MI

Brian Mcisaac is a registered investment advisor at Financial Freedom House, based in Waterford, MI, with 4 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. Their firm serves 525 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
525 clients
Average Client Portfolio
$360K average
Assets Under Management
$188.8M

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.50%
$50K - $100K1.35%
$100K - $250K1.20%
$250K - $500K1.00%
$500K - $1000K0.80%
$1M+0.40%

This account fee schedule does not include internal mutual fund/ETF expenses, platform/recordkeeping fees, or any fees charged by the account custodian, or other service providers. Cygnet reserves the right to negotiate lower fees with clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

6515 Highland Rd, Suite 240, Waterford, MI, 48327-1668

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Financial Freedom House
March 2021 - Present · 5 yrs 2 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.
Brian Mcisaac - Financial Advisor | TrueAdvisor