Parker Brean
Parker Brean is a registered investment advisor at Hilltop Securities INC., based in San Diego, CA, with 18 years of industry experience. Parker is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,407 clients with $2.5B 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 $250K | 3.00% |
| $250K - $500K | 2.50% |
| $500K - $1000K | 2.25% |
| $1.0M - $4.0M | 2.00% |
| $4M+ | 1.85% |
Rates reflect maximum wrap fee schedules across primary advisory programs (such as Compass UMA and Gateway FSP). Fees are negotiable and vary by program.
Fee Estimator
Location
750 B Street, Suite 3100, San Diego, CA, 92101
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2024Customer Dispute
May 2019Other Business Activities
Parker is a director at Linday Brean Public Relations Inc., assisting with financial management and accounting. This non-investment related activity takes about 10-20% of Parker's time.
Employment History
Current Registrations
Hilltop Securities INC.
Hilltop Securities INC.Broker
Previous Registrations
M.L. Stern & CO., LLC.Broker
State Registrations53 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.
Exams
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