Brian Breidenbach
Brian Breidenbach is a CFA-designated registered investment advisor at Breidenbach Capital Consulting, LLC, based in Charlestown, IN, with 23 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 57 clients with $61M 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 $3.5M | 1.00% |
| $3.5M+ | 0.75% |
Fee Estimator
Location
Charlestown, IN
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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
Breidenbach Capital Consulting, LLC
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 states
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