Brian Bordenkircher is a registered investment advisor at Bdb Wealth Advisors LLC, based in Red Lion, PA, with 3 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 8 clients with $1.1M 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 $20K | 1.20% |
| $20K - $50K | 1.00% |
| $50K - $100K | 0.90% |
| $100K - $250K | 0.85% |
| $250K - $500K | 0.80% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
Red Lion, PA
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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
Bdb Wealth Advisors LLC
Previous Registrations
Edward Jones
Edward JonesBroker
LPL Financial LLCBroker
State Registrations3 states
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