Brian Oard is a CFP-designated registered investment advisor at A&m Private Wealth Partners, LLC, based in Thousand Oaks, CA, with 20 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, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 12 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A&M Private Wealth Partners' investment and wealth management fees are based on the amount of assets they manage, including assets bought on margin and cash. The maximum annual advisory fee is generally 1% of the assets under management. Fees can be tiered and based on aggregated client assets. Fees for third-party asset managers are separate and in addition to A&M Private Wealth Partners' fees.
Location
Thousand Oaks, CA
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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.
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Brian owns Sire Properties, LLC, which invests in single-family home rentals. He spends minimal time overseeing the property manager.
Employment History
Current Registrations
A&m Private Wealth Partners, LLC
Previous Registrations
Northern Trust Securities, INC.Broker
Mbsc, LLC
Mbsc, LLCBroker
1st Global Capital CORP.Broker
1st Global Advisors INC
Gold Coast Securities, INC.
Gold Coast Securities, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Lincoln Financial Advisors CorporationBroker
W. S. Griffith & CO., INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
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.