Brian Proses
Brian Proses is a CFP-designated registered investment advisor at Rational Investment Management, LLC, based in Mill Valley, CA, 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 Investment Management. Their firm serves 94 clients with $350M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Location
Mill Valley, CA
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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 →Other Business Activities
Brian is a CPA and owner of Charles W. Proses Accountancy Corporation since 2002, where he services clients and manages the business. This takes nearly full-time hours, with a significant portion during securities trading hours.
Employment History
Current Registrations
Rational Investment Management, LLC
State Registrations1 state
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