Brian Joseph Brescia

CFP

Global Trust

18 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Global Trust

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

303 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$440.5M

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $2.0M	2.00%
$2.0M - $10.0M	1.25%
$10M+	1.00%

Fees and account minimums are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

11300 U.S. Highway 1, Suite 600, Palm Beach Gardens, FL, 33408

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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.

Other Business Activities

Brian is a tax partner at Brescia McCluskey, LLC, an accounting firm, since July 2024. He dedicates about a quarter of his time to this non-investment related activity.