Bryan Perry is a registered investment advisor at Mint Asset Management LLC, based in Mclean, VA, with 25 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 68 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Short Duration Income Strategy: 1.00% on any account size.
Fee Estimator
Location
Mclean, VA
Get directionsHistory
Regulatory History (7)
Civil
September 2013Customer Dispute
October 1999Customer Dispute
April 1998Employment Separation After Allegations
September 1995Customer Dispute
August 1995Customer Dispute
July 1991Customer Dispute
November 1987Other Business Activities
Bryan is a senior editor for Eagle Financial Publications, spending about half his time submitting investment content. He also manages filings and invoices for Kona Body Care, LLC, and produces articles for various media outlets through Alexander Perry Corporation, dedicating minimal time to each.
Employment History
Current Registrations
Mint Asset Management LLC
Previous Registrations
Navellier & Associates INC
Alexander Perry Corporation
Alexander Perry Corporation
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.