Brian White
Brian White is a CFP-designated registered investment advisor at Vermillion & White Wealth Management Group, based in Phoenixville, PA, with 21 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 357 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.40% |
Fees are negotiable based on account complexity and asset value. External accounts managed via Pontera incur an additional 0.30% annual fee.
Fee Estimator
Location
521 Kimberton Road, Phoenixville, PA, 19460
Get directionsHistory
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 ActivitiesSells Insurance
Brian is a registered insurance producer with the Commonwealth of Pennsylvania, dedicating a few hours per week to the insurance business.
Employment History
Current Registrations
Vermillion & White Wealth Management Group
Previous Registrations
Simon Capital Management
Ameriprise Financial Services, INC.
State Registrations2 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.
Exams
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