BM
CFP
BM
CFP

Brian Joseph Mueller

19 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
408 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$960.8M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.10%
$1.0M - $2.0M1.00%
$2.0M - $3.0M0.90%
$3.0M - $4.0M0.80%
$4.0M - $5.0M0.70%
$5.0M - $6.0M0.60%
$6.0M - $7.0M0.50%
$7.0M - $8.0M0.40%
$8.0M - $9.0M0.30%
$9.0M - $10.0M0.30%
$10M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
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Location

1330 Summit Avenue, Fort Worth, TX, 76102

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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 Activities

Brian works as a personal financial counselor at Zeiders, providing basic financial advice to military personnel. This activity takes minimal time.

Employment History
Current Registrations
Rogers Wealth Group, INC.
July 2017 - Present · 8 yrs 7 mos
Previous Registrations
Mills Wealth Advisors, LLC
January 2012 - August 2017 · 5 yrs 7 mos
Bft Financial Group, LLC
March 2011 - March 2012 · 1 yr
Demicell Wealth Managers, INC.
February 2006 - February 2011 · 5 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.