Brian Drumm is a registered investment advisor at Primetime Wealth Management LLC, based in Pittsford, NY, with 13 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 51 clients with $18M 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 $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.10% |
| $3M+ | 0.99% |
Fee Estimator
Location
716 Pittsford Victor Rd, Pittsford, NY, 14534
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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 →Other Business Activities
Brian owns a real estate LLC since 2019. He dedicates minimal time to this activity.
Employment History
Current Registrations
Primetime Wealth Management LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Metlife Securities INC.Broker
State Registrations1 state
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