Brian Cote
Brian Cote is a registered investment advisor at Gramercy Park Wealth Advisors, LLC, based in Nashville, TN, with 25 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 195 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
2400 Barton Ave., Nashville, TN, 37212
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2023Customer Dispute
November 2023Other Business Activities
Brian owns two rental properties in Nashville, dedicating minimal time to each for rent collection and maintenance. He also has a referral relationship with Byline Bank for SBA loans, spending a few hours per week on referrals for a one-time fee.
Employment History
Current Registrations
Gramercy Park Wealth Advisors, LLC
Gpwa, LLCBroker
Previous Registrations
Gramercy Park Wealth Advisors, LLC
Gramercy Park Wealth Advisors, LLC
Triad Advisors, INC.Broker
Triad Advisors, INC.
Triad Advisors, INC.Broker
Smith Wb Financial Group
Smith Wb Financial Group
Alpha Equity Research, INC.Broker
Taylor Securities, INC.
Taylor Securities, INC.Broker
State Registrations11 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.