Brian Werth
Brian Werth is a registered investment advisor at Mcavoy Kemp Wealth Management, LLC, based in Bloomington, IN, 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, Investment Management, Retirement Planning. Their firm serves 110 clients with $64M 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 $200K | 1.40% |
| $200K - $300K | 1.20% |
| $300K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
The annual fees may be discounted on an account-by-account basis.
Fee Estimator
Location
820 W 17th Street, Suite 6, Bloomington, IN, 47404
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 involved in continuing education and licensing instruction through A.D. Baker & Co., LLC, dedicating minimal time. Brian is also an independent insurance agent for various independent insurance companies.
Employment History
Current Registrations
Mcavoy Kemp Wealth Management, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Waterstone Financial Group, INC.Broker
Edward Jones
Edward JonesBroker
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.