Advisor at Spire Wealth Management, 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.
Firm
Spire Wealth Management, LLC
Location
Mclean, VA 22102
Credentials
Series 63, Series 65
Industry experience
30 years
Brandon Mink is a financial advisor with Spire Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Spire Investment Partners since 2016 and previously was with UBS Financial Services from 2008 to 2016. Mink serves as president of the Youth Interest Foundation, a nonprofit organization focused on teaching youth about financial matters through digital technology. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of investment strategies including passive, active, and hybrid tax-aware allocations. The firm also manages model portfolios with proprietary risk overlays and participates in various wrap programs.
Based on Spire Wealth Management, LLC
Based on Spire Wealth Management, LLC
Financial planning fees may be charged on a fixed fee basis depending on arrangement.
0.02% to 2.25% annually
Commission compensation from securities sales through affiliated broker-dealer or insurance commissions may apply separately; no advisory fees charged in addition to commissions on those sales.
Financial planning fees typically charged on an hourly basis; specific amounts negotiated with client.
Financial planning fees may also be charged on a subscription basis; details vary by advisor.
Account minimum: $25,000
7901 Jones Branch Dr., Suite 800
Mclean, VA 22102
Texas · Virginia
Spire Investment Partners
2016 - Present (10 years)
UBS Financial Services
2008 - 2016 (8 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:
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.
Is not active or affiliated with:
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.
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
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