Brian Overton is a registered investment advisor at Vestmark Advisory Solutions, INC., based in North Wales, PA, with 24 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32,047 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vestmark Advisory Solutions (VAS) provides services to financial advisors, who then use these services for their clients. The fees for these services are charged to the financial advisors, not directly to individual investors. These fees cover various services:
- Manager Model Delivery: 0 to 0.15%.
- Separate Account Management: 0 to 0.30%.
- Overlay Management: 0.04% to 0.20%.
- Direct Indexing: 0 to 0.30%.
- Manager Fees: 0.10% to 1.00%
Location
North Wales, PA
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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 →Employment History
Current Registrations
Vestmark Advisory Solutions, INC.
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Hirtle Callaghan & CO INC
J.P. Morgan Securities INC.Broker
J.P. Morgan 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.