Brian Voss
Brian Voss is a registered investment advisor at Nbt Capital Management, INC., based in Norwich, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 939 clients with $1.5B 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 may be negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedules above due to desired deviations in the standard service structure or because a prior fee schedule has been “grandfathered” due to our long-term relationship with the client.
Fee Estimator
Location
52 South Broad Street, Norwich, NY, 13815
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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 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
Nbt Capital Management, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Linsco/private Ledger CORP.
New England SecuritiesBroker
State Registrations31 states
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