BS
BS
Brian Stone
17 Years of Experience
Bloomfield Hills, MI
2 Disclosures
Brian Stone is a registered investment advisor at Greystone Financial Group, LLC, based in Bloomfield Hills, MI, with 17 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 856 clients with $1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
856 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.0B
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.70% |
Fees may be negotiable at Greystone's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
665 Hulet Dr., Bloomfield Hills, MI, 48302-0324
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 2014Settled
Customer Dispute
May 2007Denied
Employment History
Current Registrations
Greystone Financial Group, LLC
September 2020 - Present · 5 yrs 7 mos
Previous Registrations
Polaris Greystone Financial Group, LLC
December 2015 - August 2020 · 4 yrs 8 mos
Greystone Financial Group, INC.
October 2013 - December 2015 · 2 yrs 2 mos
Key Investment Services LLC
March 2009 - July 2012 · 3 yrs 4 mos
Chase Investment Services CORP.
February 2007 - January 2009 · 1 yr 11 mos
State Registrations2 states
MITX
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.