Brian Doench is a registered investment advisor at Doench Wealth Management, LLC, based in Charlottesville, VA, 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 Investment Management. Their firm serves 20 clients with $4M 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 | 0.00% |
| $100K - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Charlottesville, VA
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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 owns a rental property and receives rental income. This activity is not investment-related.
Employment History
Current Registrations
Doench Wealth Management, LLC
Previous Registrations
Next Financial Group, INC.
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.