Brian Berenz is a registered investment advisor at Berenz Wealth Management, LLC, based in Littleton, CO, with 16 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 142 clients with $54M 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 $100K | 1.50% |
| $100K - $1000K | 1.25% |
| $1M+ | 1.00% |
These are the Platinum service fees. Sapphire service fees are: Up to $99,999: 1.25%, $100,000 - $999,999: 1.00%, $1,000,000 and over: 0.85%. If you choose to utilize options or option strategies in your investment portfolio, you will be subject to an additional fee of 0.35% (up to $99,999), 0.30% ($100,000 - $999,999), or 0.25% ($1,000,000 and over), whether or not option contracts are actively being used in the account(s). The annual fee is negotiable. Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Location
2 West Dry Creek Circle, Suite 100, Littleton, CO, 80120
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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 provides tax preparation services since 2015. This takes nearly all of Brian's time during tax season and about 10% of his time during the rest of the year.
Employment History
Current Registrations
Berenz Wealth Management, LLC
Previous Registrations
Liberty Partners Capital Management, LLC
Brokersxpress LLC
State Registrations1 state
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