Brian Sabo is a CFP-designated registered investment advisor at Verdence Capital Advisors, LLC, based in Hunt Valley, MD, with 30 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Estate Planning, Insurance Planning, and 3 more. Their firm serves 1,751 clients with $3.9B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.30% |
Fees for existing clients and Family Office clients may vary. Fees may be negotiated with new advisors joining the firm.
Fee Estimator
Location
50 Schilling Road, Suite 300, Hunt Valley, MD, 21031
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2025Other Business Activities
Brian is a partner in Hunt Valley Partners, an investment partnership, since 2015. He dedicates minimal time to this activity as a passive investor for personal investment purposes.
Employment History
Current Registrations
Verdence Capital Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
First Union Brokerage Services, INC.Broker
Mony Securities CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.