Brian Wee
Brian Wee is a CFP-designated registered investment advisor at Homewood Capital Management East LLC, based in Woodbine, MD, with 14 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 20 clients with $3.1M 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 $2.0M | 1.00% |
| $2M+ | 0.75% |
Fee Estimator
Location
Woodbine, MD
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 a licensed insurance agent selling non-variable insurance and a real estate agent. He is also the Managing Member/CCO of Homewood Capital Management East LLC and provides business consulting services, dedicating minimal time during and outside trading hours.
Employment History
Current Registrations
Homewood Capital Management East LLC
Previous Registrations
Homewood Capital Management East LLC
Homewood Capital Management, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.