Brian Gilroy
Brian Gilroy is a CFP-designated registered investment advisor at Confidence Wealth Management, INC., based in St. Augustine, FL, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 743 clients with $450M 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 $1.0M | 0.95% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.75% |
Applies to managed accounts using proprietary models, third-party advisors, or sub-advisers. Managed accounts not using these strategies are charged a flat 0.50% fee. Fees are negotiable.
Fee Estimator
Location
St. Augustine, FL
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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
Confidence Wealth Management, INC.
Previous Registrations
Edelman Financial Engines
Morgan StanleyBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Fidelity Brokerage Services LLCBroker
Maxim Group LLCBroker
Hfp Capital Markets LLCBroker
Hfp Capital Markets LLCBroker
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.
Exams
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