Catherine Bryan
Catherine Bryan is a registered investment advisor at Bryan Investments, LLC, based in Sabillasville, MD, with 16 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 66 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bryan Investments charges a flat annual management fee per client, regardless of the number of investment accounts associated with their social security or tax identification number. The specific annual fee is determined on a client-by-client basis, considering factors like complexity, assets under management, and portfolio style. Clients can pay via check or directly from an investment account.
Location
Sabillasville, MD
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Regulatory History (1)
Customer Dispute
June 2008Employment History
Current Registrations
Bryan Investments, LLC
Previous Registrations
Investforless
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.