Bryan Frutchey
Bryan Frutchey is a registered investment advisor at South Cove Financial, LLC, based in Henderson, NV, with 24 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 237 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.55% |
| $2.0M - $5.0M | 1.40% |
| $5M+ | 1.30% |
Accounts within the same household may be combined for a reduced fee. Fees are negotiable.
Fee Estimator
Location
Henderson, NV
Get directionsHistory
Regulatory History (5)
Judgment / Lien
March 2014Judgment / Lien
May 2011Judgment / Lien
May 2010Judgment / Lien
April 2010Customer Dispute
May 2009Other Business ActivitiesSells Insurance
Bryan sells insurance products as an agent, dedicating about half of his time to this activity. He also owns Frutchey & Co. LLC for tax purposes, spending minimal time on it.
Employment History
Current Registrations
South Cove Financial, LLC
Previous Registrations
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
Linsco/private Ledger CORP.Broker
Mutual Securities, INC.Broker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
Wma Securities, 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.