Brian Pirri
Brian Pirri is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in Windham, NH, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
115 Indian Rock Road, Suite 3, Windham, NH, 03087
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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 ActivitiesSells Insurance
Brian is an agent at The Smith Companies LTD, an insurance agency, since 2012, spending minimal time reviewing fixed insurance products. He is also a principal at Business Succession Advisers, LLC, dedicating nearly full-time hours providing strategic planning for business exit plans.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Connectus Wealth
Neirg Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
New England Investment & Retirement Group, INC.
Mintz Levin Financial Advisors LLC
State Registrations3 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.