Brian Sledz is a registered investment advisor at Qvg, LLC, based in Alma, AR, with 15 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 78 clients with $92M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
78 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$92.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $3.0M | 1.25% |
| $3M+ | 1.00% |
Management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Alma, AR
Get directionsHistory
Regulatory History (3)
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Regulatory
August 1989Final
Criminal
August 1989Final Disposition
Regulatory
June 1989Final
Employment History
Current Registrations
Qvg, LLC
November 2010 - Present · 15 yrs 6 mos
State Registrations4 states
ARFLILTX
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.