Brian Weese is a registered investment advisor at Newedge Advisors, based in Farmington, UT, with 34 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
240 N. East Promontory, Suite 200, Farmington, UT, 84025
Get directionsHistory
Regulatory History (4)
Customer Dispute
December 2015Customer Dispute
September 2010Customer Dispute
July 2010Employment Separation After Allegations
January 2008Other Business Activities
Brian conducts advisory services through NewEdge Advisors, LLC, doing business as Three Peaks Wealth Management. He is an investment advisor representative and devotes full-time hours to this activity.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Iht Wealth Management LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations3 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.