Brian Gately is a CFA-designated registered investment advisor at Anchyra Partners LLC, based in Atlanta, GA, with 21 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 11 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Anchyra Partners charges a maximum of 1.50% annually for portfolio management services. Fees are billed quarterly in advance, based on the account value at the end of the previous quarter. Adjustments are made for deposits and withdrawals exceeding $100,000. Fees are negotiable based on client circumstances and account type. Account values of family members in the same household may be combined to potentially reduce the advisory fee.
Location
3050 Peachtree Rd Nw, Suite 425, Atlanta, GA, 30305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Anchyra Partners LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
Morgan Stanley & CO. LLCBroker
Suntrust Capital Markets, INC.Broker
State Registrations2 states
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