Brynn Walden is a registered investment advisor at Ash Matson Wealth Partners, INC., based in London, OH, with 10 years of industry experience. Brynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.90% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
The management fee is negotiable.
Fee Estimator
Location
London, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brynn is a managing member or partner in several real estate companies and partnerships, including Southern Cross Management Ltd, Lenox Building Company, B. Walden Investments Ltd, Greenstone Developers LLC, and LHR Properties Ltd. These activities, involving property management, development, and construction, consume approximately full-time hours, with a few hours per week occurring during trading hours.
Employment History
Current Registrations
Ash Matson Wealth Partners, INC.
Previous Registrations
Platinum Capital Advisors LLC
State Registrations1 state
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