Brian Keith Roberts (Fernley)

Brian Keith Roberts provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brian Keith Roberts: assets under management

The assets under management (AUM) of Brian Keith Roberts is $8.25 million. The firm's AUM has gone down by -73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.39 million in discretionary accounts and $6.86 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $99.01 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $146.05 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brian Keith Roberts for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fernley

The principal office where Brian Keith Roberts performs its advisory services is located at 970 Roan Court, Fernley, NV 89408 The mailing address of the firm is P.O. Box 2140, Fernley, NV 89408. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-768-1606 or by fax 775-201-0592. The normal business hours are by appointment only on Other. You can find more information about the New York firm at www.ifmcorp.com.

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