Brian Nagle
Brian Nagle is a registered investment advisor at Citizens Securities, INC., based in Boston, MA, with 13 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B 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 $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $5.0M | 1.03% |
| $5M+ | 0.98% |
Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.
Fee Estimator
Location
772 Boylston Street, Ma497, Boston, MA, 02199
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2016Employment History
Current Registrations
Citizens Private Wealth
Citizens Securities, INC.Broker
Citizens Securities, INC.
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
First Republic Securities Company, LLCBroker
J.P. Morgan Private Wealth Advisors LLC
State Registrations51 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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