Brian Bengry
Brian Bengry is a registered investment advisor at Beacon Pointe Advisors, LLC, based in Middleton, WI, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
8383 Greenway Blvd, Suite 600, Middleton, WI, 53562
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2008Customer Dispute
April 2008Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Conscious Capital Management LLC
Charles Schwab & CO., INC.
Banc One Securities Corporation
Eagle Strategies CORP
Strong Capital Management INC
Charles Schwab & CO., INC.
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.
Exams
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