Brian Mcconnell
Brian Mcconnell is a registered investment advisor at Daviman Financial, LLC, based in Henderson, NV, with 1 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, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 235 clients with $150M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $7.5M | 0.50% |
| $7.5M+ | 0.50% |
Fees negotiable for accounts over $7,500,000.
Fee Estimator
Location
2831 St. Rose Pkwy, Suite 200-225, Henderson, NV, 89052
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 a part owner in multiple companies, including a software company, a real estate investment company, a holding company, an electrical contracting company, and two pass-through entities. One pass-through entity is for receiving insurance compensation, and the other is for wealth management and financial planning fees.
Employment History
Current Registrations
Daviman Financial, LLC
Previous Registrations
Smart Wealth, LLC
Daviman Financial, LLC
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.