Brian Kreischer is a registered investment advisor at Frank, Rimerman Advisors LLC, based in San Francisco, CA, with 22 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 105 clients with $3B 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 $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.30% |
| $20.0M - $100.0M | 0.20% |
| $100M+ | 0.10% |
Total annual fees typically range from 0.30% to 1.20% and are negotiable. New clients generally have a minimum fee of $15,000 annually.
Fee Estimator
Location
One Embarcadero Center, Suite 2410, San Francisco, CA, 94111
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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 a Certified Public Accountant and Business Services Partner at Frank, Rimerman & Co., LLP since 1991, providing various services to individuals and companies. This role requires Brian's full-time commitment.
Employment History
Current Registrations
Frank, Rimerman Advisors LLC
State Registrations1 state
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