Brian Brown is a CFP-designated registered investment advisor at Planvest, LLC, based in Blair, NE, 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 2 more. Their firm serves 298 clients with $47M 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 $50K | 0.75% |
| $50K - $100K | 0.70% |
| $100K - $250K | 0.60% |
| $250K - $500K | 0.55% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $3.0M | 0.30% |
| $3M+ | 0.25% |
Fees are negotiable based on account size, prior history, relationship, and services provided. The firm also offers investment management combined with ongoing financial planning with a different fee schedule. The firm also offers custodian services only at a rate of 0.30%.
Fee Estimator
Location
1526 Washington St., Suite E, Blair, NE, 68008
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 ActivitiesSells Insurance
Brian is a co-owner of Blair Training Center and a licensed insurance agent in Nebraska. Brian may sell insurance products to PlanVest LLC clients or prospective clients.
Employment History
Current Registrations
Planvest, LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
First National Capital MarketsBroker
First National Capital Markets, INC.
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations3 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.