Brian Lindberg
Brian Lindberg is a registered investment advisor at Fitzwilliams Wealth Management INC., based in Chesapeake, VA, with 7 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 428 clients with $110M 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 $2.5M | 2.00% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fee schedule is not negotiable, though Fitzwilliams Wealth Management reserves the right to reduce fees for special circumstances. Total fees charged to clients will not exceed 2% of the assets under management when a Sub-Advisor is utilized.
Fee Estimator
Location
860 Greenbrier Circle, Suite 101, Chesapeake, VA, 23320
Get directionsHistory
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 is involved with Fitzwilliams Financial Inc. providing insurance sales and services since 2017, dedicating a few hours per week.
Employment History
Current Registrations
Fitzwilliams Wealth Management INC.
Previous Registrations
Ae Wealth Management, LLC
State Registrations6 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.