BS
BS
Brian Sigler is a registered investment advisor at Westshore Wealth, based in Newport Beach, CA, with 12 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, High Net Worth, and 4 more. Their firm serves 210 clients with $530M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
210 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$534.3M
Fee Structure
Minimum Investment:$2M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
4041 Macarthur Blvd., Suite #160, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
January 2018Final Disposition
Employment Separation After Allegations
December 2015Employment History
Current Registrations
Westshore Wealth
June 2025 - Present · 11 mos
Previous Registrations
Rm Securities, LLCBroker
December 2023 - January 2024 · 1 mo
Mogul Securities, LLCBroker
September 2019 - October 2020 · 1 yr 1 mo
North Capital Private Securities CorporationBroker
December 2015 - December 2020 · 5 yrs
Wealthforge, LLCBroker
May 2015 - December 2015 · 7 mos
Barclays Capital INC.
March 2013 - May 2015 · 2 yrs 2 mos
Barclays Capital INC.Broker
March 2013 - May 2015 · 2 yrs 2 mos
Morgan Stanley
September 2009 - April 2013 · 3 yrs 7 mos
Morgan StanleyBroker
September 2009 - April 2013 · 3 yrs 7 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.