Brian Hegarty is a registered investment advisor at Hegarty Advisors, LLC, based in Garden City, NY, with 29 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 101 clients with $170M 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 $1.0M | 0.80% |
| $1.0M - $10.0M | 0.70% |
| $10M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Location
1461 Franklin Ave, Garden City, NY, 11530
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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.
Learn about disclosures →Employment History
Current Registrations
Hegarty Advisors, LLC
Previous Registrations
Hegarty Advisors, LLC
Berenberg Capital Markets LLCBroker
Btig, LLCBroker
Credit Suisse Securities (USA) LLCBroker
Bzw Securities INC.Broker
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.