Brian Randolph
Brian Randolph is a registered investment advisor at Br Wealth Management, based in Boise, ID, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 336 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BR Wealth Management charges an annual fee based on the value of your portfolio, ranging from 0.25% to 1.25%. This fee is calculated and paid quarterly, in advance. The specific fee depends on factors like your asset level and the scope of financial planning services provided. If third-party money managers are used, their fees are separate and in addition to BR Wealth Management's fees, but the total advisory fees will not exceed 2.00% of your portfolio. BR Wealth Management also uses Pontera to manage held-away accounts, such as 401(k)s, with fees assigned to the client's taxable accounts or invoiced directly.
Location
380 E. Parkcenter Blvd., Suite 205, Boise, ID, 83706
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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 insurance agent since 2006, dedicating minimal time to insurance sales. He is also the Chief Compliance Officer and Managing Principal of Beto Financial Group, LLC DBA for BR Wealth Management, a full-time role. Brian is a board member of Arid Club, Inc., a social club, dedicating minimal time.
Employment History
Current Registrations
Br Wealth Management
Private Client Services, LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
Mutual Service CorporationBroker
State Registrations16 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.