Bryan Ward is a CFA-designated registered investment advisor at Westwood Global Investments, based in Boston, MA, with 20 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 41 clients with $12B 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 $100.0M | 0.75% |
| $100.0M - $250.0M | 0.70% |
| $250M+ | 0.60% |
Fee schedule for WGI Developed Markets Ex-U.S. Fund and WGI Developed Markets Ex-U.S. Fund - SR. All fees are subject to negotiation.
Fee Estimator
Location
One Financial Center, Suite 1620, Boston, MA, 02111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Westwood Global Investments
State Registrations2 states
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