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Bryan Richardson

Consolidated Portfolio Review CORP
35 Years of Experience
Indianapolis, IN
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Bryan Richardson is a registered investment advisor at Consolidated Portfolio Review CORP, based in Indianapolis, IN, with 35 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,228 clients with $1.6B in assets under management.

Consolidated Portfolio Review CORP
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
6,228 clients
Average Client Portfolio
$256K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$90
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.75%

Shows the tiered billing schedule maximum annual advisory fees. The firm also offers threshold billing, flat percentages, and flat annual fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

127 E Michigan Street #120, Indianapolis, IN, 46204

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
April 2017
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bryan is a self-employed insurance agent providing life and health insurance products, dedicating about a quarter of his time to this business. Bryan is also a 50% partner in ReLegacy Properties I & II, spending minimal time collecting rent and managing tenants.

Employment History
Current Registrations
Consolidated Portfolio Review CORP
March 2026 - Present · 7 mos
Previous Registrations
Advisor Share Wealth Management, LLC
April 2024 - March 2026 · 1 yr 11 mos
Ebh Securities, INC.Broker
February 1995 - April 2024 · 29 yrs 2 mos
Cantella & CO., INC.Broker
September 1994 - December 1994 · 3 mos
Bowers, Thompson & CO., INC.Broker
April 1994 - April 1994 · 0 mos
G. R. Phelps & CO., INC.Broker
October 1991 - February 1994 · 2 yrs 4 mos
Bowers, Thompson & CO., INC.Broker
September 1991 - October 1991 · 1 mo
Thurston, Springer, Miller & Herd, INC.Broker
January 1991 - July 1991 · 6 mos
New England SecuritiesBroker
October 1990 - December 1990 · 2 mos
Monarch Securities, INC.Broker
November 1989 - October 1990 · 11 mos
State Registrations1 state
IN
Advisor

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
No exam information available for this advisor.
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