Brian Duerson is a registered investment advisor at K2 Wealth Management, based in Blythewood, SC, with 4 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 6 clients with $200K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
K2 Wealth Management offers three client service plans with different fees:
- Base Camp Plan (Foundational Management): A minimum annual fee of $3,000, or 1.20% on the first $250,000 and 1.00% on assets over $250,000.
- Ascent Plan (Comprehensive Management): A minimum annual fee of $5,000, or 1.00% on the first $1,000,000, 0.80% on $1,000,001–$3,000,000, and 0.60% on assets over $3,000,000.
- Summit Plan (Personal CFO Services): A fixed $10,000 annual financial planning fee, plus 0.60% on the first $2,000,000, 0.50% on $2,000,001–$5,000,000, and 0.35% on assets over $5,000,000.
All fees are negotiable.
Location
Blythewood, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is an owner and investor in Consecrated Holdings, LLC, a commercial real estate holding company, since 2023. He spends a few hours per week on clerical work and research for the company.
Employment History
Current Registrations
K2 Wealth Management
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Brex Treasury LLCBroker
Ameriprise Financial Services, INC.Broker
E*trade Securities LLCBroker
State Registrations2 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.