Brian Schweder
Brian Schweder is a registered investment advisor at Souders Financial Advisors, LLC, based in Cincinnati, OH, with 27 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,314 clients with $1.1B 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 $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $750K | 1.00% |
| $750K - $1000K | 0.90% |
| $1.0M - $1.2M | 0.80% |
| $1.3M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fees are calculated and billed quarterly in advance. Client accounts may be aggregated for fee arrangement purposes in order to achieve break points. For certain clients, the firm will use a flat or fixed fee schedule, which is often influenced by the scope of the engagement and the services provided.
Fee Estimator
Location
5968 Bridgetown Road, Cincinnati, OH, 45248
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Brian is an insurance agent for group and individual benefits, spending a few hours per week on this activity. He also has a business entity for tax/investment purposes, acts as co-trustee of a 401k, sells life, health, annuity, and disability insurance, and is involved in business development for corporate retirement plans.
Employment History
Current Registrations
Souders Financial Advisors, LLC
Private Client Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Advantage Investment Management, LLC
National Planning CorporationBroker
Walnut Street Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
State Registrations4 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.