BB
BB
Brian Btesh
4 Years of Experience
Sunny Isles Beach, FL
4 Disclosures
Brian Btesh is a registered investment advisor at Btesh Financial, LLC, based in Sunny Isles Beach, FL, with 4 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Sunny Isles Beach, FL
Get directionsHistory
Regulatory History (4)
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Regulatory
September 2022Final
Customer Dispute
May 2019Settled
Employment Separation After Allegations
March 2019Customer Dispute
March 2019Settled
Employment History
Current Registrations
Btesh Financial, LLC
January 2026 - Present · 4 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
October 2015 - April 2019 · 3 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
June 2015 - April 2019 · 3 yrs 10 mos
State Registrations1 state
FL
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.