Brian Marshburn
Brian Marshburn is a CFP-designated registered investment advisor at Brevity & Associates, based in Franklinton, NC, with 21 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, Insurance Planning, Investment Management, and 3 more. Their firm serves 81 clients with $19M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for portfolios over $5,000,000. Fee may be reduced or waived on a client-by-client basis.
Fee Estimator
Location
Franklinton, NC
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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 ActivitiesSells Insurance
Brian is an independent insurance agent.
Employment History
Current Registrations
Brevity & Associates
Previous Registrations
Anthem Wealth Management, LLC
Crown Capital Securities, L.P.Broker
Crown Capital Securities, L.P.
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Linsco/private Ledger CORP.Broker
Raymond James Financial Services, INC.Broker
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.