Brian Neustrom
Brian Neustrom is a registered investment advisor at Parsonex Advisory Services, INC., based in Englewood, CO, with 17 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 609 clients with $170M 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 | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Annual fees are negotiable at the discretion of the advisor.
Fee Estimator
Location
8310 S Valley Hwy Ste 110, Englewood, CO, 80112
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 employed by Parsonex Enterprises, Inc. and has primary roles with Parsonex Securities, Parsonex Capital Markets, and Parsonex Advisory Services, all investment-related. The filing mentions Parsonex Insurance Agency as a wholly-owned subsidiary.
Employment History
Current Registrations
Parsonex Securities, INC.Broker
Parsonex Capital Markets, LLCBroker
Parsonex Advisory Services, INC.
Previous Registrations
Modern Capital Advisors, LLC
Liberty Partners Financial Services, LLCBroker
Modern Capital Securities INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Advisor Networks LLCBroker
Legend Equities CorporationBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Essex National Securities, INC.
Essex National Securities, INC.Broker
MML Investors Services, INC.Broker
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.