Brian Behl is a CFP-designated registered investment advisor at Behl Wealth Management, based in Delafield, WI, with 18 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 59 clients with $48M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Minimum annual fee of $4,000. Fees and minimums are negotiable.
Fee Estimator
Contact
Brian Behl
Location
524 Milwaukee St, Suite 325, Delafield, WI, 53018
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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 →Employment History
Current Registrations
Behl Wealth Management
Previous Registrations
Bronfman E.L. Rothschild Capital, LLCBroker
Bronfman Rothschild
Lake Country Wealth Management
Next Financial Group, INC.Broker
Next Financial Group, INC.
LPL Financial Corporation
LPL Financial CorporationBroker
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.
Exams
Additional Information
Brian founded Behl Wealth Management to build a firm where clients truly come first. He became frustrated at other financial firms where there were more conversations about how to make the firm more money instead of helping their clients make more money.