| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.35% |
The annual fee is negotiable based upon certain criteria.
2655 Commons Blvd. #110, Beavercreek, OH, 45431
Get directionsBryon performs investment advisory services through Spicer Wealth Management, a state-registered RIA, dedicating about a quarter of his time. He also owns Spicer Financial Services, offering tax preparation, insurance services, and Medicare supplements, spending about 10-20% of his time. Additionally, Bryon is an IAR with Truevestments Capital LLC, an investment advisory firm, spending about 10-20% of his time providing investment advisory services.