Brian Voss is a registered investment advisor at Voss Wealth Management, based in Endicott, NY, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 69 clients with $94M 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 | 1.00% |
| $1M+ | 0.75% |
Fees are assessed monthly in arrears based on the average daily balance. Certain clients may be charged under a different asset-based fee schedule or flat fee.
Fee Estimator
Location
31 Adams Ave., Suite 3C, Endicott, NY, 13760
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 bank employee and branch-based financial advisor at NBT Bank since 2003. He also markets, sells, and services fixed life, disability, long-term care, health, and annuity products through NBT Insurance Agency, LLC, dedicating a few hours per week, and provides investment advisory services through NBT Capital Management, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Voss Wealth Management
Previous Registrations
Nbt Capital Management, INC.
LPL Financial LLC
Linsco/private Ledger CORP.
LPL Financial LLCBroker
New England SecuritiesBroker
State Registrations1 state
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
More Advisors
- Jeffrey Thatcher, CFPLPL Financial LLC
- Caitlin Kuhnen, CFP
- Brian Teta, CFP, ChFCCetera Investment Advisers LLC