Brian Mckinney
Brian Mckinney is a CFP-designated registered investment advisor at Williams Asset Management, based in Columbia, MD, with 9 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Williams Asset Management offers ongoing portfolio management services. The annual fee is a percentage of your portfolio's value, and the rate decreases as your portfolio grows:
- $0 - $1,000,000: 1.00%
- $1,000,001 - $2,000,000: 0.90%
- $2,000,001 - $5,000,000: 0.80%
- $5,000,001 - $10,000,000: 0.60%
- $10,000,001 and up: 0.45%
Williams Asset Management also offers wealth management services, which combines portfolio management with ongoing financial planning. The annual fee is a percentage of your portfolio's value, and the rate decreases as your portfolio grows:
- $0 - $500,000: 1.25%
- $500,001 - $1,000,000: 0.95%
- $1,000,001 - $2,000,000: 0.90%
- $2,000,001 - $5,000,000: 0.85%
- $5,000,001 - $10,000,000: 0.70%
- $10,000,001 and up: 0.45%
These fees are negotiable.
Location
8850 Columbia 100 Parkway, Suite 204, Columbia, MD, 21045
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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 ActivitiesSells Insurance
Brian sells fixed insurance products, dedicating minimal time to this activity. Brian also owns BSM Partners Inc., a private entity for securities, advisory, and insurance business, but spends no time on it during business hours.
Employment History
Current Registrations
Williams Asset Management
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations1 state
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.