Brian Burman is a registered investment advisor at Expand Financial Group, LLC, based in Sun City, AZ, 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, Investment Management. Their firm serves 308 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Expand Financial Group offers two investment management options:
- Asset Management: Fees are based on a percentage of the assets managed. For example, a $250,000 portfolio would incur an annual fee of $3,750 (1.50%), billed quarterly in advance.
- Comprehensive Portfolio Management: This includes asset management, financial planning, and consulting for a single fee of 1.75% of the assets managed. For example, a $250,000 portfolio would incur an annual fee of $4,375, billed quarterly in advance.
Fees are negotiable.
Location
Sun City, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Expand Financial Group, LLC
State Registrations5 states
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