George Bryant is a CFP-designated registered investment advisor at Apogee Wealth Partners, LLC, based in Chattanooga, TN, with 18 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 86 clients with $86M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fees are generally negotiable. For Alabama clients, the total annual fees charged to the client will not exceed industry standards maximum rate of 2.00% of their assets under management.
Fee Estimator
Location
Chattanooga, TN
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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 →Employment History
Current Registrations
Apogee Wealth Partners, LLC
Previous Registrations
Barnett & CO INC
Hhm Wealth Advisors, LLC
Ftb Advisors, INC.
Barnett & CO INC
State Registrations5 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.