William Bryant
William Bryant is a CFP-designated registered investment advisor at Bryant & Brannock, LLC., based in Durham, NC, with 25 years of industry experience. William 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 4 more. Their firm serves 128 clients with $63M 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 | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.95% |
Fees for amounts over $2,000,000 are negotiable. Household accounts may be aggregated for fee calculation purposes.
Fee Estimator
Location
5315 Highgate Drive, Suite 105, Durham, NC, 27713
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is a managing member of Bryant & Brannock, LLC, selling insurance products, dedicating a few hours per week. He also owns Harvey Bryant Music & Art, selling his compositions and artwork, spending about 10-20% of his time on this endeavor.
Employment History
Current Registrations
Bryant & Brannock, LLC.
Previous Registrations
H. Beck, INC.
H. Beck, INC.
H. Beck, INC.Broker
Scott & Stringfellow, INC.
Scott & Stringfellow, INC.Broker
State Registrations3 states
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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