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Brian Minier

Prosperity Capital Advisors
11 Years of Experience
Gahanna, OH
Sells Insurance
View SEC Summary
View SEC Summary

Brian Minier is a registered investment advisor at Prosperity Capital Advisors, based in Gahanna, OH, with 11 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 7,548 clients with $4.4B in assets under management.

Prosperity Capital Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
7,548 clients
Average Client Portfolio
$581K average
Assets Under Management
$4.4B

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$150
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.50%
$500K - $1.0M0.40%
$1.0M - $2.0M0.30%
$2.0M - $5.0M0.25%
$5M+0.20%

Fees are negotiable. Total annual fees for retail clients typically range between 0.20% and 2.0% when including advisor fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

700 Taylor Road, Suite 170, Gahanna, OH, 43230

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brian is a licensed insurance agent selling various fixed insurance products and dedicates a significant amount of time to his advisory and insurance business through Keystone Financial Group, LLC. He is also involved with BFM Financial Services LLC, the American Financial Education Alliance, and serves on the boards of Grace Fellowship Church and Encompass World Partners.

Employment History
Current Registrations
Prosperity Capital Advisors
June 2015 - Present · 11 yrs 4 mos
Previous Registrations
Regal Investment Advisors LLC
March 2015 - May 2015 · 2 mos
State Registrations4 states
FLLAOHTX
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.
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