Brian Kreischer is a registered investment advisor at Frank, Rimerman Advisors LLC, based in San Francisco, CA, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 106 clients with $3.4B 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% including platform, third-party manager, and custodian fees. Fees are negotiable and certain accounts may be managed without an advisory fee.
Fee Estimator
Location
One Embarcadero Center, Suite 2410, San Francisco, CA, 94111
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 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
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
- Joshua Nowasell, CFPWells Fargo Advisors
- Matthew Schmidt, CFACerity Partners LLC
- Madeleine Mcnell, CFAIconiq Capital, LLC
- Jake Lilienstein, CFPBbr Partners, LLC
- Diana Freeburg, CFPEquita Financial Network, INC.
- Jennifer Birdsey, CFPCapital Group Private Client Services, INC.