Peter Brown is a registered investment advisor at Bsias Advisors, LLC, based in Anaheim, CA, with 22 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 75 clients with $51M 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 | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts over $10 million.
Fee Estimator
Location
155 N. Riverview Drive, # 122, Anaheim, CA, 92808
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
Peter is a shareholder in Brown-Shoemaker, a CPA firm offering income tax and accounting services. This activity is not investment-related.
Employment History
Current Registrations
Bsias Advisors, LLC
Previous Registrations
1st Global Advisors INC
State Registrations2 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.