BV
BV

Brayden Vawter

1 Year of Experience
Orlando, FL
Sells Insurance

Brayden Vawter is a registered investment advisor at Mcinerney Investment Advisors, based in Orlando, FL, with 1 years of industry experience. Brayden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.

Compensation
Fixed/Hourly
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.75%
$5M+0.50%

The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.

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

Location

200 E. Robinson Street, Suite 780, Orlando, FL, 32801

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Brayden works as an independent insurance agent and dedicates minimal time to this role. He also works as an umpire for Perfect Game, spending about 10% of his time on this activity.

Employment History
Current Registrations
Mcinerney Investment Advisors
November 2024 - Present · 1 yr 6 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.