Brian Peardon
Brian Peardon is a registered investment advisor at Bridgeport Financial Solutions, based in Roseville, CA, with 21 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 523 clients with $480M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Location
1227 Pleasant Grove Blvd., #200, Roseville, CA, 95678
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 independent insurance agent since 2004, dedicating minimal time to this activity. He also owns/partners with 401(k) Engineers and BAP Holdings Inc, and is an advisory representative of a RIA (CIRA), spending nearly full-time on this.
Employment History
Current Registrations
Bridgeport Financial Solutions
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Harvest Investment Services, LLC
Proequities, INC.Broker
Investment Advisors
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 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.