Bryan Belisle
Bryan Belisle is a registered investment advisor at B.W. Belisle Planning & Strategy Company LLC, based in South Burlington, VT, with 25 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 30 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B. W. Belisle Planning & Strategy Company offers two investment management fee options:
- Flat Fee Option: 1.00% of your portfolio per year.
- Integrated Fee Option: 0.75% of your portfolio per year, plus $1,000 annually ($250 per quarter).
These fees are negotiable depending on the client's needs and the complexity of their situation.
Location
South Burlington, VT
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2013Other Business Activities
Bryan is the owner and tax preparer for B.W. Belisle Tax Planning & Preparation Company, LLC.
Employment History
Current Registrations
B.W. Belisle Planning & Strategy Company LLC
Previous Registrations
Edward Jones
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.