Brian Koch is a CFP-designated registered investment advisor at Missionsquare Wealth Management, based in Murrieta, CA, with 18 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
The wrap fee is a flat 0.30% annually, charged quarterly in arrears. Cash portions of the account are excluded from the fee. The fee is non-negotiable, though the firm may waive all or a portion in its sole discretion.
Fee Estimator
Location
Murrieta, CA
Get directionsHistory
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 →Employment History
Current Registrations
Missionsquare Wealth Management
Missionsquare Wealth ManagementBroker
Missionsquare Wealth Management
Previous Registrations
Missionsquare Retirement
The Retirement Group, LLC
Fsc Securities CorporationBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
Beta Wealth Group, INC
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Principal Funds Distributor, INC.Broker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations4 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.
Exams
More Advisors
- Richard Gill, CFPMissionsquare Wealth Management
- Scott Eason, CFP, ChFCMissionsquare Wealth Management
- Vicki Bauer, CFPMissionsquare Wealth Management
- Katherine Espinosa, CFPMissionsquare Wealth Management
- Michael Anderson, CFPAdviceonly
- Ross Hunt, CFPRmh Advisors, LLC