Brian Goldman
Brian Goldman is a registered investment advisor at Success Wealth Management LLC, based in Wexford, PA, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 772 clients with $97M 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 | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria. SWM also manages assets held away, charging a negotiable annual fee not to exceed 0.75%.
Fee Estimator
Location
11676 Perry Highway, Suite 1207, Wexford, PA, 15090
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 an independent insurance agent providing health, life, disability, home, and auto insurance, as well as fixed annuities, through Success Financial Solutions, LLC, taking nearly full-time. He also works in media relations for the University of Pittsburgh Athletic Department and is a board member for a non-profit organization, One Day to Remember, dedicating minimal time to each.
Employment History
Current Registrations
Success Wealth Management LLC
Previous Registrations
Forest Securities,inc.Broker
Questar Capital CorporationBroker
The O.N. Equity Sales CompanyBroker
New England SecuritiesBroker
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.