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Credentials
Series 65
Experience Industry experience
2 years
Location
Reed Point, MT
Brian Croston is a financial advisor at Lifeproof Financial LLC and holds a Series 65 designation with two years of industry experience. He has worked at Stillwater Mining Company since 2014. Lifeproof Financial LLC is an independent firm with a single advisor serving clients.
Based on Lifeproof Financial LLC
One-time financial plan creation fee typically $3,000 to $6,000 depending on complexity, $4,000 to $6,000 for a married couple, $3,000 to $5,000 for an individual.
$0.00 - $250,000.00: 0.33% $250,000.01 - $500,000.00: 0.29% $500,000.01 - $1,000,000.00: 0.23% $1,000,000.01 - $2,500,000.00: 0.19% $2,500,000.01 - and above: 0.14%
$450 per hour (negotiable based on complexity)
Reed Point, MT
Reed Point MT
Advisors at this office
1
Montana
2 years of industry experience
Stillwater Mining Company
2014 - Present • 12 years
Columbus, MT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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