Bryan White is a CFA-designated registered investment advisor at TIAA Wealth Investment Management LLC, based in Charlotte, NC. Bryan 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
WIM does not directly manage investments for individual investors. WIM provides investment management services to its affiliates, who then provide services to individual investors. WIM is compensated by its affiliates based on a percentage of assets.
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
TIAA Wealth Investment Management LLC
State Registrations1 state
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