BC
CFA
BC
CFA
Brian Clegg
1 Year of Experience
American Fork, UT
1 Disclosure
Brian Clegg is a CFA-designated registered investment advisor at Optimal Investment Performance, LLC, based in American Fork, UT, with 1 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.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Complete Financial Review, Investment Plan, and Implementation Support: Typically $3,800, but may range from $2,200 to $5,800 depending on the complexity of the client’s needs.
- Investment Review: Typically $2,100, but may range from $1,400 to $2,800 depending on the complexity of the client’s needs.
- Ad-hoc Consultations: $300 per hour or a negotiated fixed fee.
One-Time Plan:$1,400 - $5,800
Hourly Rate:$300/hr
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Location
American Fork, UT
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
November 2006Other Business Activities
Brian works as a Biopharma Relationship Manager for Avantor since 2016. This is not investment-related and takes nearly full-time.
Employment History
Current Registrations
Optimal Investment Performance, LLC
September 2024 - Present · 1 yr 7 mos
State Registrations1 state
UT
Advisor
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
No exam information available for this advisor.