Brian Stigliano
Brian Stigliano is a CFP-designated registered investment advisor at Forvis Mazars Wealth Advisors, LLC, based in New York City, NY, with 19 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, High Net Worth, Insurance Planning, and 2 more. Their firm serves 4,398 clients with $9.8B 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 | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.45% |
| $25M+ | 0.45% |
Fees may be higher or lower than the stated schedule based on factors including AUM, anticipated additional assets, related accounts, client needs, complexity, portfolio style, and other relevant factors. Fees are negotiable for accounts over $25,000,001. Employees and partners of Forvis Mazars receive discounted or waived fees. At its discretion, Forvis Mazars may aggregate assets from a client's family members.
Fee Estimator
Location
135 West 50th Street, New York City, NY, 10020
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Regulatory History (1)
Customer Dispute
September 2019Employment History
Current Registrations
Forvis Mazars Wealth Advisors, LLC
Previous Registrations
Forvis Mazars Wealth Advisors, LLC
Valley Wealth Managers, INC.
Valley Financial Management, INC.Broker
Valley Financial Management, INC.
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Computershare Securities CorporationBroker
AXA Advisors, LLCBroker
State Registrations3 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.