BB
BB

Brian Breisinger

13 Years of Experience
Pittsburgh, PA
Sells Insurance

Brian Breisinger is a registered investment advisor at Blackridge Asset Management, LLC, based in Pittsburgh, PA, with 13 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,433 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$89K average
Assets Under Management
$216.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.25% to 2.50% annually depending on the program, services provided, account size, and negotiation with your representative.

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

300 Bilmar Drive, Suite 200, Pittsburgh, PA, 15205

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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.

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Other Business ActivitiesSells Insurance

Brian is the president of Gateway Strategieges since 2007, focusing on sales and service of fixed insurance products, dedicating about a quarter of his time. He is also an Investment Advisor Representative (IAR) with Blackridge Asset Management since 2016, spending about a quarter of his time on advisory-related business.

Employment History
Current Registrations
Blackridge Asset Management, LLC
July 2016 - Present · 10 yrs 3 mos
Previous Registrations
Hazard & Siegel Advisory Services LLC
January 2013 - August 2016 · 3 yrs 7 mos
State Registrations1 state
PA
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.
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