BB
BB

Brian Breisinger

13 Years of Experience
Sells Insurance

Brian Breisinger is a registered investment advisor at Blackridge Asset Management, LLC, based in Pittsburgh, PA, with 13 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.

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Location

300 Bilmar Drive, Suite 200, Pittsburgh, PA, 15205

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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.

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Other Business ActivitiesSells Insurance

Brian is the president of Gateway Strategieges since 2007, focusing on sales and service of fixed insurance products, dedicating about a quarter of his time. He is also an Investment Advisor Representative (IAR) with Blackridge Asset Management since 2016, spending about a quarter of his time on advisory-related business.

Employment History
Current Registrations
Blackridge Asset Management, LLC
July 2016 - Present · 9 yrs 9 mos
Previous Registrations
Hazard & Siegel Advisory Services LLC
January 2013 - August 2016 · 3 yrs 7 mos
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.