Brian Disher is a CFP-designated registered investment advisor at Greenwood Capital Associates, LLC, based in Greenville, SC, with 23 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 706 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greenwood Capital's standard investment advisory fee is 1% of the value of your portfolio. This fee is negotiable based on factors like the amount invested and the complexity of your situation. There is a minimum quarterly fee of $150. For accounts managed on the Pontera platform (held-away assets), a 40% discount is applied to the standard investment advisory fee.
Location
201 West Mcbee Avenue, Greenville, SC, 29601
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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 →Other Business Activities
Brian is involved with DACC, LLC, which owns lake property in South Carolina. He spends minimal time on this non-investment-related activity, primarily mailing in the monthly mortgage payment.
Employment History
Current Registrations
Greenwood Capital Associates, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
UBS Financial Services INC.
Citigroup Global Markets INC.
State Registrations6 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.