Brian Macintosh is a registered investment advisor at Course Management Investment Advisors, LLC, based in Pinehurst, NC, with 12 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 161 clients with $100M 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 | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Location
5 Dowd Cir, Suite B, Pinehurst, NC, 28374
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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 Activities
Brian is a professional golfer, dedicating about 10-20% of his time to this activity. He spends about half of that time during securities trading hours.
Employment History
Current Registrations
Course Management Investment Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
Nationwide Securities, LLCBroker
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.