Thomas Bryant
Thomas Bryant is a registered investment advisor at Private Client Services, LLC, based in Louisville, KY, with 26 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
2225 Lexington Rd, Louisville, KY, 40206
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2007Other Business ActivitiesSells Insurance
Thomas has insurance appointments with various carriers for the sale of non-securities based insurance products. He is also the CEO of BWM Enterprises, handling overall management of the LLC.
Employment History
Current Registrations
Private Client Services, LLCBroker
Private Client Services, LLC
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations6 states
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.