Brian Boll is a registered investment advisor at Heritage Family Offices, LLP, based in Scottsdale, AZ, 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 245 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Sub-advisor fees, if applicable, range from 0.25% to 0.50% in addition to Heritage Family Offices' fees. Fees may be lower based on certain criteria.
Fee Estimator
Location
9841 E Bell Rd, Suite 110, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2008Criminal
May 1981Employment History
Current Registrations
Heritage Family Offices, LLP
Previous Registrations
Heritage Wealth Management, LLC
Heritage Wealth Management, LLC
Wells Fargo Advisors, LLC
Chase Investment Services CORP.
Banc One Securities Corporation
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.