Bryan Kreitzberg is a CFA-designated registered investment advisor at True Link Financial Advisors, based in Broomfield, CO, with 8 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,065 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. In the case of pooled trust accounts where there are sub-accounts, the fee may be calculated based on the average daily balance in the sub-account for each sub-account of the pooled trust which in some cases may not add up to the assets maintained by the entire trust.
Fee Estimator
Location
Broomfield, CO
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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 →Employment History
Current Registrations
True Link Financial Advisors
Previous Registrations
Bok Financial Advisors
State Registrations2 states
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