Brian Sirota is a CFP, ChFC-designated registered investment advisor at Firstrust, based in Daytona Beach, FL, with 10 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, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 128 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FirsTrust offers investment management services for a flat percentage fee based on the scope of services chosen. The fee is calculated quarterly in advance based on the market value of your investments at the end of the prior quarter.
The annual fee percentages are:
- Under $1 million: 0.85% for investment management only, with additional fees for tax and financial planning services.
- $1-3 million: 0.75% for investment management only, with additional fees for tax and financial planning services.
- $3-5 million: 0.65% for investment management only, with additional fees for tax and financial planning services.
- $5-10 million: 0.55% for investment management only, with additional fees for tax and financial planning services.
- $10-20 million: Negotiable
- $20 million+: Negotiable
A minimum fee may apply.
Contact
Brian Sirota
Location
113 Executive Cir., Daytona Beach, FL, 32114
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2015Employment History
Current Registrations
Firstrust
Previous Registrations
Commonwealth Financial Network
Atlantic Wealth Partners, LLC
Liberty Partners Capital Management, LLC
Camarda Wealth Advisory Group
E*trade Capital Management, LLC
Strategic Advisers, INC.
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.