Brian Nugent is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 23 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 41 clients with $29B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203
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Regulatory History (1)
Judgment / Lien
May 2010Other Business Activities
Brian engages in business-to-business marketing and solicitation activities for Separately Managed Accounts and Model Portfolio Delivery options. This takes a few hours per week and is compensated via an override as a percentage of the management fee.
Employment History
Current Registrations
Touchstone Advisors INC
Touchstone Securities, LLC
Touchstone Securities, LLCBroker
State Registrations4 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.