Bryan Ellis
Bryan Ellis is a registered investment advisor at Horizon Investment Counsel LLC, based in Marietta, GA, with 16 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 22 clients with $5.6M 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 $250K | 2.00% |
| $250K - $1000K | 1.25% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.50% |
Fees are negotiable for accounts over $3 million. Separate fee schedule for fixed income accounts: First $1,000,000: 0.75%, Next $2,500,000: 0.50%, Over $3,000,000: 0.35%
Fee Estimator
Location
4799 Olde Towne Pkwy, Suite 102, Marietta, GA, 30068
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bryan is an agent at Farmers Insurance Bryan J Ellis Agency since 2013, providing life and property/casualty insurance products to clients. This takes about a quarter of his time.
Employment History
Current Registrations
Horizon Investment Counsel LLC
Previous Registrations
Horizon Investment Counsel LLC
Horizon Investment Counsel, LLC
Ellis Investment Counsel, INC.
Ellis Investment Counsel, INC.
Astrop Advisory CORP
Ellis Investment Counsel, INC.
State Registrations1 state
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.