Dale Bryant is a registered investment advisor at Bryant Group Advisors, based in New York, NY, with 4 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 40 clients with $3M 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 $20K | Included |
| $20K - $100K | 2.00% |
| $100K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees may be negotiated.
Fee Estimator
Location
42 Broadway, Suite 12-491, New York, NY, 10004
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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
Bryant Group Advisors
State Registrations1 state
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