Brian Colla is a registered investment advisor at Palo Seco Wealth Management, based in Corona, CA, with 6 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 44 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Certain legacy clients and family members may pay different fees. The fee may be negotiable in certain cases. If a third-party investment manager is used, additional fees ranging from 1% to 1.5% may apply, but total fees will not exceed 3% of your portfolio's value.
Fee Estimator
Location
Corona, CA
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Regulatory History (1)
Financial
April 2024Other Business Activities
Brian is a real estate and mortgage loan broker since November 2024, dedicating a few hours per week to the business. His duties include brokering the sale or purchase of homes and brokering home loans.
Employment History
Current Registrations
Palo Seco Wealth Management
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Planned Financial Freedom
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Edward Jones
Edward JonesBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Crown Capital Securities, L.P.Broker
Joseph Daniel Investments
Kms Financial Services, INC.Broker
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.