BU
BU

Brenden James Urban

4 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
12 advisors
Number of Clients
775 clients
Average Client Portfolio
$330K average
Assets Under Management
$255.5M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.00%
$250K - $500K0.90%
$500K - $1.0M0.80%
$1.0M - $2.0M0.70%
$2M+0.70%

Fees above $2,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10 Glenlake Parkway, North Tower, Suite 1000, Atlanta, GA, 30328

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wela Strategies, INC.
August 2025 - Present · 6 mos
Capital Investment Advisors, LLC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
June 2022 - March 2024 · 1 yr 9 mos
Wells Fargo Clearing Services, LLC
June 2022 - March 2024 · 1 yr 9 mos
Invesco Advisers, INC.
August 2021 - April 2022 · 8 mos
Invesco Distributors, INC.Broker
August 2021 - April 2022 · 8 mos
Fidelity Personal and Workplace Advisors
May 2021 - July 2021 · 2 mos
Fidelity Brokerage Services LLCBroker
May 2021 - July 2021 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2021 - April 2021 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2020 - April 2021 · 4 mos
State Registrations2 states
GATX
Advisor
Exams
No exam information available for this advisor.