Brian Coleman is a registered investment advisor at 80/20 Financial Services, based in Ozark, MO, with 6 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 36 clients with $33M 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% |
The management fee is negotiable based on the size of the account. The client may aggregate or household accounts to negotiate a lower fee. The financial planning fee may be waived at the firm’s discretion if the client engages in portfolio management services.
Fee Estimator
Location
Ozark, MO
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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 is an independent insurance agent, licensed to sell life, health, annuities, and disability insurance. This activity takes about 10-20% of his time, some of which occurs during market hours.
Employment History
Current Registrations
80/20 Financial Services
State Registrations1 state
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