Brittan Leiser is a registered investment advisor at Oneseven, based in Chagrin Falls, OH, with 8 years of industry experience. Brittan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
36 South Franklin Street, Chagrin Falls, OH, 44022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brittan is the founder of Savviher, a financial marketing service for women, since 2018. Brittan spends about a quarter of his time managing day-to-day responsibilities and creating marketing content.
Employment History
Current Registrations
Oneseven
Previous Registrations
Stratos Wealth Advisors LLC
One Seven
State Registrations1 state
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