Peter Bryan
Peter Bryan is a registered investment advisor at Osaic Wealth, INC., based in Taylor, TX, with 43 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
Taylor, TX
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2022Criminal
May 1973Other Business ActivitiesSells Insurance
Peter is an agent offering accident and health insurance, disability, fixed annuities, and traditional life insurance through Advisors Financial Group, dedicating a few hours per week. He also works as an off-ice official for the Texas Stars Hockey Club, spending a few hours per week, but this is not investment-related.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Sun Investment Services CompanyBroker
Green Hill Financial Service CorporationBroker
Transamerica Financial Resources, INC.Broker
Transamerica Securities Sales CorporationBroker
Green Hill Financial Service CorporationBroker
Mutual Benefit Financial Service CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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