Brian Wieland is a CFP-designated registered investment advisor at J. Loyd Capital Management, LLC, based in Clayton, MO, with 19 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 64 clients with $37M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Location
Clayton, MO
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 →Employment History
Current Registrations
J. Loyd Capital Management, LLC
Previous Registrations
Deschaine & Company, L.L.C.
Beckland Financial
Next Financial Group, INC.
U.S. Bancorp Investments, INC.
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.