JB
JB
John Bryant
20 Years of Experience
Longview, WA
2 Disclosures
John Bryant is a registered investment advisor at Bryant Wealth Management, INC., based in Longview, WA, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 10 clients with $3.3M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
$331K average
Assets Under Management
$3.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $125K | 2.00% |
| $125K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Longview, WA
Get directionsHistory
Regulatory History (2)
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Customer Dispute
November 2005Denied
Customer Dispute
May 2004Denied
Employment History
Current Registrations
Bryant Wealth Management, INC.
December 2006 - Present · 19 yrs 5 mos
Previous Registrations
Linsco/private Ledger CORP.
January 2006 - November 2006 · 10 mos
U.S. Bancorp Investments, INC.
January 2006 - January 2006 · 0 mos
State Registrations1 state
WA
Advisor
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
No exam information available for this advisor.