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Bryan Brown

23 Years of Experience
Canfield, OH

Bryan Brown is a registered investment advisor at Wealthcare Capital Management LLC, based in Canfield, OH, with 23 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,691 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
5,691 clients
Average Client Portfolio
$690K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Annual management fee is up to 1.85% based on investment types, relationship size, and other factors. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4030 Broadman-Canfield Road, Suite 100B, Canfield, OH, 44406

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wealthcare Capital Management LLC
February 2010 - Present · 16 yrs 8 mos
Previous Registrations
Signator Investors, INC.
January 2003 - February 2010 · 7 yrs 1 mo
State Registrations1 state
OH
Advisor

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Exams
No exam information available for this advisor.
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