BN
BN
Brian Nerney
19 Years of Experience
Arlington, TX
1 Disclosure
Brian Nerney is a registered investment advisor at Sundial Capital Management, L.P., based in Arlington, TX, 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 Investment Management. Their firm serves 1 clients with $300K in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
1 client
Average Client Portfolio
$304K average
Assets Under Management
$304K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm also charges a performance fee of 20% of net income for the year in excess of any previously unrecovered net losses.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2109 Shadow Ridge Drive, Arlington, TX, 76006
Get directionsHistory
Regulatory History (1)
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Regulatory
October 2006Final
Employment History
Current Registrations
Sundial Capital Management, L.P.
October 2006 - Present · 19 yrs 7 mos
State Registrations1 state
TX
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.