Brian Dunhill is a registered investment advisor at Lansdowne Wealth Management, LLC, based in Greenwich, CT, with 18 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 427 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lansdowne Wealth Management offers investment management services. The annual fee is a percentage of the total value of your portfolio. For one type of account, the fees are:
- First $500,000 — 1.25% per year
- Next $500,000 — 1.15% per year
- Next $1,500,000 — 1.00% per year
- Next $2,500,000 — 0.50% per year
- Above $5,000,000 — Negotiable
For another type of account, the fees are:
- First $500,000 — 1.25% per year (minimum $2,500)
- Next $500,000 — 1.00% per year
- Next $1,500,000 — 0.80% per year
- Next $2,500,000 — 0.70% per year
- Above $5,000,000 — Fixed $25,000 flat fee
Location
60 Carolina Place, Greenwich, CT, 06831
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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.
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Brian is involved with several organizations, including Dunhill Financial Ltd, American Citizens Abroad Inc., Blacktower Financial Management, Adrian Leeds Group, the American Club of Brussels, the Sharkey Foundation, and Forbes Finance Council. He dedicates minimal time to most of these activities, with 2 hours monthly for American Citizens Abroad Inc. and 1 hour monthly for Adrian Leeds Group.
Employment History
Current Registrations
Lansdowne Wealth Management, LLC
Dunhill Financial
Previous Registrations
Concert Wealth Management
Ifs Advisory, LLC
Raymond James & Associates, INC.
UBS Financial Services INC.
Lehman Brothers INC.
A. G. Edwards & Sons, INC.
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.