BB
BB

Brian Bingham

25 Years of Experience
Manchester, MO
2 Disclosures

Brian Bingham is a registered investment advisor at Elite Investment Advisors, LLC, based in Manchester, MO, with 25 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 7 clients with $610K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
7 clients
Average Client Portfolio
$87K average
Assets Under Management
$606K

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K4.72%
$500K - $1000K4.64%
$1M+4.56%

Fees are for cash accounts. Margin account fees are higher. Fees are negotiable. Firm also offers performance-based fee schedules for qualified clients with a minimum account size of $300,000 and a minimum of $1,100,000 under management to qualify for performance-based fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Manchester, MO

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History

Regulatory History (2)
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Criminal
October 2017
Final Disposition
Regulatory
December 2016
Final
Other Business Activities

Brian volunteers as a leader for the American Association of Individual Investors (AAII) and previously led Investor's Business Daily Meetup Groups, dedicating a few hours per week when meetings are active. Brian also owns Investor Education Network, LLC, where he creates, markets, and presents educational content, receiving income directly from student fees.

Employment History
Current Registrations
Elite Investment Advisors, LLC
January 2001 - Present · 25 yrs 4 mos
State Registrations2 states
ILMO
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.