Brian Werbrich
Brian Werbrich is a CFP-designated registered investment advisor at Fifth Third Securities, INC., based in Indianapolis, IN, with 26 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 47,014 clients with $11B 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. Maximum fee is 1.50%.
Fee Estimator
Location
5692 Georgetown Road, Indianapolis, IN, 46254
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 →Other Business Activities
Brian owns a residential rental property, dedicating minimal time to it. He is also a co-owner of 3641 Krierview LLC, a rental property holding company, and a member of Wiffelschnorfel LLC, a watercraft holding company, both requiring minimal time.
Employment History
Current Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Previous Registrations
Morgan Stanley Dw INC.Broker
State Registrations27 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
- Alexander Adams, CFPFifth Third Securities, INC.
- Kevin SmithFifth Third Securities, INC.
- Rodney SmithFifth Third Securities, INC.
- Daniel O'sullivanFifth Third Securities, INC.
- Adam Cash, CFPSym Financial Advisors
- Thays Cardoso, CFPFi3 Financial Advisors, LLC