Brian Persson
Brian Persson is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Waterloo, IA, 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, Investment Management, Retirement Planning. Their firm serves 30,126 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFE offers investment management through various programs. The fees are calculated as a percentage of the value of your account. The total fee you pay covers BFE's advisory services and, if applicable, the fees for portfolio management services. The maximum total fee is 2.50% annually, but BFE reserves the right to increase the total fee by five percent per calendar year. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. Fees are negotiable and are charged quarterly in advance based on the average daily asset value of your account from the previous quarter.
Location
116 East 4th Street, Waterloo, IA, 50703
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Regulatory History (1)
Customer Dispute
May 2017Other Business Activities
Brian is a 30% owner of Pilipchuk Persson Private Wealth, LLC, spending nearly full-time providing investment advice. He also serves on the City of Elk Run Heights Planning and Zoning Committee, dedicating minimal time each month to this voluntary position.
Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards Wealth Management, LLC
Benjamin F. Edwards & Company, INC.Broker
Previous Registrations
Benjamin F. Edwards & Company, Incorporated
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Edward JonesBroker
Locust Street Securities, INC.Broker
Gmac Investment Services, INC.Broker
State Registrations18 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.