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Brian Mccleskey

Win Advisors, INC
18 Years of Experience
Williamsburg, VA
2 Disclosures
View SEC Summary
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Brian Mccleskey is a CFA-designated registered investment advisor at Win Advisors, INC, based in Williamsburg, VA, with 18 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,941 clients with $270M in assets under management.

Win Advisors, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
1,941 clients
Average Client Portfolio
$137K average
Assets Under Management
$266.8M

Fee Structure

Minimum Investment:$10K
Planning is charged separately
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Guided Portfolio Solutions charges a quarterly fee of 0.5% (2.00% annually), which may be reduced at the advisor's discretion. The Reality Check My Investments program charges a negotiable annual fee of 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5388 Discovery Park Blvd Suite 225, Williamsburg, VA, 23188

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
June 2001
Final Disposition
Criminal
May 2001
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brian works as a sub advisor and consultant for GWN Securities, providing asset allocation models, and is also an employee of Money Concepts Capital Corp. These investment-related activities each take about 10-20% of his time during securities hours.

Employment History
Current Registrations
Win Advisors, INC
June 2019 - Present · 7 yrs 4 mos
Money Concepts Advisory Service
April 2015 - Present · 11 yrs 6 mos
Previous Registrations
Chesapeake Investment Group
April 2013 - January 2015 · 1 yr 9 mos
Infinex Investments, INC.
June 2008 - April 2013 · 4 yrs 10 mos
Infinex Investments, INC.Broker
June 2008 - April 2013 · 4 yrs 10 mos
Bi Investments, LLC
February 2008 - June 2008 · 4 mos
Bi Investments, LLCBroker
January 2008 - June 2008 · 5 mos
Ids Life Insurance CompanyBroker
August 2003 - October 2003 · 2 mos
American Express Financial Advisors INC.Broker
August 2003 - October 2003 · 2 mos
American Express Financial Advisors, INC.
July 2003 - October 2003 · 3 mos
State Registrations1 state
VA
Advisor

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
No exam information available for this advisor.
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