Brian Quaranta
Brian Quaranta is a registered investment advisor at Foundations Investment Advisors LLC, based in Zelienople, PA, with 15 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, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B 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% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
504 S. Main Street, Zelienople, PA, 16063
Get directionsHistory
Regulatory History (1)
Regulatory
August 2020Other Business ActivitiesSells Insurance
Brian works as an insurance agent for Secure Money Advisors LLC (formerly Senior Retirement Services of Pennsylvania) since 2007, selling various insurance products and conducting client reviews. This takes about half of his time.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Stalwart Capital, LLCBroker
Ing Financial Partners, INC.Broker
Essex Securities LLCBroker
American General Securities IncorporatedBroker
Sunamerica Securities, INC.Broker
State Registrations2 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.