Brendan Mcewan is a CFP-designated registered investment advisor at Rzh Advisors LLC, based in Stamford, CT, with 8 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 451 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RZH Advisors offers two main investment management options, both charging a percentage of your portfolio's value each year. The fees are negotiable and may vary based on factors like the amount you invest and the complexity of your situation.
Wealth Management (includes financial planning):
- First $3M: 1.10%
- Next $2M: 0.85%
- Next $5M: 0.60%
- Next $10M: 0.50%
- Over $20M: 0.40%
Investment Management (limited planning):
- First $5M: 0.75%
- Next $5M: 0.50%
- Over $10M: 0.35%
The firm generally requires a minimum asset level of $5,000,000 for wealth management and investment management services.
Location
One Landmark Square, 11th Floor, Stamford, CT, 06901
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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 →Employment History
Current Registrations
Rzh Advisors LLC
Previous Registrations
Hightower Advisors, LLC
Lourdmurray
Hhg & Company, LLC
Edward Jones
State Registrations2 states
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