Bryon Spicer
Bryon Spicer is a registered investment advisor at Truvestments Capital LLC, based in Beavercreek, OH, with 23 years of industry experience. Bryon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,317 clients with $660M 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 $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.35% |
Fees may be negotiable at the sole discretion of the advisor. Fees take into consideration aggregate assets under management with the advisor.
Fee Estimator
Location
2655 Commons Blvd. #110, Beavercreek, OH, 45431
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2018Customer Dispute
July 2016Other Business ActivitiesSells Insurance
Bryon 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.
Employment History
Current Registrations
Truvestments Capital LLC
Spicer Wealth Management
Previous Registrations
Simplicity Wealth
Luminist Capital, LLC
USA Wealth Management LLC
USA Financial Securities Corporation
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.
Exams
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