Brian Boughner is a CFA-designated registered investment advisor at The Fiduciary Alliance, based in Greenville, SC, with 14 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 8,964 clients with $2.5B 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 | 2.00% |
Maximum annual fee is up to 2.00%, and fees are negotiable. Certain alternative investments may also involve a performance-based fee or carried interest of up to 25% of profits above a threshold.
Fee Estimator
Location
135 S Main St, Suite 600, Greenville, SC, 29601
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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 →Other Business Activities
Brian is a Federal Firearms Licensee, purchasing and selling firearms, dedicating minimal time to this non-investment related activity. Brian also owns AI Advisor Tools, providing training to other financial advisors on AI tools for a few hours per week.
Employment History
Current Registrations
The Fiduciary Alliance
Previous Registrations
Lakeview Capital Partners, LLC
Bb&t Asset 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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