Brian Biederman
Advisor at Nortlov Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Nortlov Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Mcdonough, GA
Credentials
CFP®, Series 63
Industry experience
41 years
Brian Biederman is a CFP® with 41 years of experience in the financial industry. He is affiliated with Nortlov Advisory, LLC and has worked previously at firms including Money Concepts Capital Corp. and IP Financial Advisory Services LLC. Outside of his financial career, he serves as a volunteer board member and assistant kitchen manager at Congregation Sha'arei Israel Orthodox Synagogue/Chabad Center of Raleigh and leads a volunteer team for a Jewish community burial organization. Nortlov Advisory, LLC provides investment management, consulting, financial planning, and estate planning services to individuals, families, businesses, trusts, estates, and various institutional clients. The firm emphasizes tailored portfolio strategies focusing on asset allocation and integrates long- and short-term trading, options strategies, and third-party manager due diligence.
Based on Nortlov Advisory, LLC
Based on Nortlov Advisory, LLC
Fixed fees for financial planning typically range from $500 to $5,000 or more, invoiced monthly or quarterly.
$0 - $2,499,999.99: 2.00% $2,500,000 - $4,999,999.99: 1.75% $5,000,000 - $9,999,999.99: 1.25% $10,000,000 - $24,999,999.99: 1.00% $25,000,000 - $49,999,999.99: 0.75% $50,000,000 - $99,999,999.99: 0.50% $100,000,000+: 0.35%
Hourly rates range from $75 to $500 per hour, billed in 15-minute increments.
Performance-based fees are individually negotiated; no specific rates provided.
Account minimum: $1,000,000 Fee-only: Fees typically range from 0.20% to 2% annually depending on negotiated arrangements and platforms used.
Mcdonough, GA
Georgia · North Carolina
Nortlov Securities LLC
2025 - Present (1 year)
Nortlov Advisory LLC
2025 - Present (1 year)
Money Concepts Capital Corp.
2024 - 2024 (1 year)
IP Financial Advisory Services LLC
2020 - 2025 (5 years)
Innovation Partners
2020 - 2025 (5 years)
Infinity Financial Services Advisory
2020 - 2020 (1 year)
Infinity Financial Services
2016 - 2020 (4 years)
Ridgeway Conger Advisory Services Inc.
2014 - 2016 (2 years)
Ridgeway & Conger, Inc.
2014 - 2016 (2 years)
Advanced Financial Concepts
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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