Brian Maners
Brian Maners is a registered investment advisor at Osaic Institutions, INC., based in Salisbury, NC, with 12 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.
Fee Estimator
Location
1525 Jake Alexander Blvd S, Salisbury, NC, 28146
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2024Other Business Activities
Brian is a sports writer for Davidson Local, a local county news outlet. This activity, which is not investment-related, takes a few hours per week.
Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 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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