Brian Sadler is a registered investment advisor at Boardwalk Capital Management, INC., based in Atlanta, GA, 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 Investment Management. Their firm serves 56 clients with $57M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $20.0M | 0.45% |
| $20M+ | 0.30% |
Fees may be negotiated.
Fee Estimator
Location
Atlanta, GA
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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 consultant for Waterfront Developments, Inc. and Presidential Suites, Inc., packaging and managing real estate investments. This activity takes about 10-20% of Brian's time.
Employment History
Current Registrations
Boardwalk Capital Management, INC.
State Registrations1 state
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