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Bryan Michael Totri
BT
CFP
Bryan Michael Totri
BT
CFP

Bryan Totri

St. John & Associates, INC.
17 Years of Experience
Roswell, GA
1 Disclosure
View SEC Summary
View SEC Summary

Bryan Totri is a CFP-designated registered investment advisor at St. John & Associates, INC., based in Roswell, GA, with 17 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, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 153 clients with $130M in assets under management.

St. John & Associates, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
153 clients
Average Client Portfolio
$839K average
Assets Under Management
$128.4M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$1.0M - $2.0M0.60%
$2.0M - $10.0M0.40%
$10M+0.20%

Schedule reflects Portfolio Management Only rates. St. John & Associates also offers higher tier schedules for Portfolio Management Plus (up to 1.50%) and Full Financial Planning (up to 2.00%). Fees for assets over $10M may be negotiable.

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

Contact

Bryan Michael Totri
BT
Bryan Totri

Location

500 Sun Valley Drive Suite D-3 & D-4, Roswell, GA, 30076-1441

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History

Regulatory History (1)
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Criminal
February 1984
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
St. John & Associates, INC.
June 2009 - Present · 17 yrs 4 mos
State Registrations2 states
FLGA
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.
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.

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Bryan Michael Totri
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