Bryan Blair is a CFP-designated registered investment advisor at Wealth Partners, INC., based in Newnan, GA, with 32 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.55% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees for direct portfolio management are based on aggregate total account balance rather than tiered brackets. Fees for accounts over $5,000,000 are negotiable. Self-directed portfolio management is also available at lower rates ranging from 0.50% down to 0.25%.
Fee Estimator
Location
3229 Highway 34 East, Suite 102, Newnan, GA, 30265
Get directionsHistory
Regulatory History (1)
Regulatory
September 1998Employment History
Current Registrations
Wealth Partners, INC.
Previous Registrations
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Ifg Network Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
PFS Investments INC.Broker
State Registrations1 state
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
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