Brian Weber is a registered investment advisor at Ascensus Investment Advisors, LLC, based in Macedon, NY, with 1 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $13B in assets under management.
Compensation
Firm Size
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Fee Structure
AIA provides investment advisory services to State Administrators for government savings plans. The fee paid to AIA and its affiliates is based on a percentage of the value of the underlying Plan assets under administration by the Firm. This fee includes AIA’s advisory services as well as other services provided by the Firm and/or its affiliates, including recordkeeping and program administration services. Fees are generally calculated on a daily basis and are due monthly in arrears via direct invoice or automatic deduction from an account held on behalf of the State Administrator.
Location
Macedon, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ascensus Investment Advisors, LLC
Ascensus Broker Dealer Services, LLCBroker
Ascensus Broker Dealer Services, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
State Registrations2 states
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