BS
BS
Brian Shreve
15 Years of Experience
Parma, OH
1 DisclosureBroker
Brian Shreve is a registered investment advisor at Citizens Securities, INC., based in Parma, OH, with 15 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
787 advisors
Number of Clients
60,545 clients
Average Client Portfolio
$213K average
Assets Under Management
$12.9B
Fee Structure
Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $5.0M | 1.03% |
| $5M+ | 0.98% |
Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
7360 York Road, Parma, OH, 44130
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
November 2016Employment History
Current Registrations
Citizens Securities, INC.
December 2016 - Present · 9 yrs 10 mos
Citizens Securities, INC.Broker
December 2016 - Present · 9 yrs 10 mos
Previous Registrations
PNC Investments
February 2013 - December 2016 · 3 yrs 10 mos
PNC InvestmentsBroker
February 2013 - December 2016 · 3 yrs 10 mos
Edward Jones
December 2010 - January 2013 · 2 yrs 1 mo
Edward JonesBroker
October 2010 - January 2013 · 2 yrs 3 mos
State Registrations3 states
NCOHPA
AdvisorBrokerBoth
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.
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