Brodie Downing is a registered investment advisor at Severin Investments LLC, based in Clearwater, FL. Brodie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 235 clients with $140M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees for accounts over $5 million are negotiable. Non-discretionary accounts have a maximum administration fee of 1.95%. Minimum annual household fee is $1,500.
Fee Estimator
Location
28100 US Hwy 19 N., Suite 205, Clearwater, FL, 33761
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 →Employment History
Current Registrations
Severin Investments LLC
Previous Registrations
Elevate Financial Planning and Wealth Management
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.
Exams
More Advisors
- Jeffrey SeverinSeverin Investments LLC
- William Vahey, CFACsenge Advisory Group, LLC
- Wendy Hunt, CFPLPL Financial LLC
- Jeffrey Sievers, CFP, ChFCUnique Wealth, LLC
- Christiana Dirks, CFPProvise Management Group, LLC
- Oscar Skjaerpe, CFPProvise Management Group, LLC