Brian
Proses
Rational Investment Management, LLC
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About this Advisor
Brian Proses is a certified financial planner who works in Mill Valley, California with a total of 9 years of industry experience. Proses is currently employed by Rational Investment Management, LLC. They have spent their whole time as a financial advisor at Rational Investment Management, Llc. Proses is registered to serve investors in California. Rational Investment Management, LLC is a registered investment business operating in Mill Valley, California. It has just two advisors. It manages $293 million in total assets among its 359 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 359 customer accounts, 90% belong to high-net-worth individuals who have at least $1 million in investable assets. Rational Investment Management, LLC offers a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees vary depending on which services are provided. However, fee types charged by Rational Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rational Investment Management, LLC Brokerage Details
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$292,522,828
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2
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359
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$814,827
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brian Proses Work History
Brian has been registered as a financial advisor for 9 years.*
Charles W. Proses Accountancy Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Proses to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rational Investment Management, LLC
Mill Valley, CA
Mill Valley, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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