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Brian Fairhurst

17 Years of Experience
Southbury, CT

Brian Fairhurst is a registered investment advisor at Newday, based in Southbury, CT, with 17 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 10 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
10 clients
Average Client Portfolio
$17.2M average
Assets Under Management
$172.4M

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.85%
$500K - $1.0M0.75%
$1.0M - $10.0M0.65%
$10.0M - $20.0M0.50%
$20M+0.50%

Fees are negotiated on a client-by-client basis. Accounts opened through the Newday Invest App are charged 1.00%.

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

9 Union Square, Unit #1123, Southbury, CT, 06488

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brian is involved with Packet Dynamics LLC, a service-disabled veteran-owned small business providing sustainable energy consulting services. He acts as a committee/council member and consultant, advising on environmental sustainability, business strategy, and market positioning.

Employment History
Current Registrations
Newday
May 2024 - Present · 1 yr 11 mos
Previous Registrations
RBC Capital Markets, LLC
August 2015 - April 2024 · 8 yrs 8 mos
RBC Capital Markets, LLCBroker
August 2015 - April 2024 · 8 yrs 8 mos
Blackrock Investments, LLCBroker
January 2012 - September 2013 · 1 yr 8 mos
Blackrock Fund Distribution CompanyBroker
November 2009 - December 2011 · 2 yrs 1 mo
Blackrock Fund Advisors
January 2009 - September 2013 · 4 yrs 8 mos
Barclays Global Investors ServicesBroker
January 2009 - December 2009 · 11 mos
Prospera Financial Services, INC.Broker
February 2008 - June 2008 · 4 mos
Wrapmanager INC
January 2008 - June 2008 · 5 mos
Fisher Investments
June 2006 - August 2006 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2000 - January 2002 · 1 yr 4 mos
State Registrations1 state
CA
Advisor

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Exams
No exam information available for this advisor.