Bryan Totri is a CFP-designated registered investment advisor at St. John & Associates, INC., based in Roswell, 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 153 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
St. John & Associates offers three investment management service levels, each with different fees:
- Portfolio Management Only: Fees range from 1.00% to 0.40% annually, depending on the amount you invest. A minimum of $250,000 is required, but this may be negotiable.
- Portfolio Management Plus (Limited Financial Services): Fees range from 1.50% to 0.60% annually, depending on the amount you invest. A minimum of $250,000 is required, but this may be negotiable.
- Full Financial Planning and Services: Fees range from 2.00% to 0.80% annually, depending on the amount you invest. A minimum of $250,000 is required, but this may be negotiable.
Fees are charged quarterly. Some clients have accounts managed through Orion/TD Ameritrade (now Schwab) with a 1.0% annual fee charged monthly by Orion.
Contact
Bryan Totri
Location
500 Sun Valley Drive Suite D-3 & D-4, Roswell, GA, 30076-1441
Get directionsHistory
Regulatory History (1)
Criminal
February 1984Employment History
Current Registrations
St. John & Associates, INC.
State Registrations2 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.
Exams
Additional Information
He is a past teacher with the Continuing Education Department of Kennesaw State University where he taught Investment Planning for the Certified Financial Planning board-certified curriculum at Kennesaw University for several years. Bryan is also a member of the National Association of Tax Professionals (NATP), the Georgia Chapter of the Financial Planning Association (FPA) the Digital Assets Council of Financial Professionals (DACFP), and the ElderCare Matters Alliance.