BR
CFA
BR
CFA

Brian Michael Riordan

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
644 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$2M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $8.0M0.75%
$8M+0.50%

LRP may waive or negotiate lower fees for employees, employees’ family members and certain clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

2201 E. Camelback Road, Suite 227B, Phoenix, AZ, 85016

Get directions

History

Regulatory History
Clean regulatory record

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
L. Roy Papp & Associates, LLP
May 2012 - Present · 13 yrs 9 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.