Brian Cleugh is a registered investment advisor at Rhubarb Investments, LLC, based in Huntington Beach, CA, 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 Investment Management. Their firm serves 6 clients with $5.3M 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 | 1.00% |
Fees are determined on a case-by-case basis and may include a management fee, a performance fee, or a combination of both. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
Huntington Beach, 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 holds an active California real estate broker's license, though it is not currently in use. He may use the license if a real estate opportunity arises.
Employment History
Current Registrations
Rhubarb Investments, LLC
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.