BM
PFS
BM
PFS

Bryan Minner

24 Years of Experience
Reading, PA
Broker

Bryan Minner is a PFS-designated registered investment advisor at Ausdal Financial Partners, INC., based in Reading, PA, with 24 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16,572 clients with $3.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
238 advisors
Number of Clients
16,572 clients
Average Client Portfolio
$225K average
Assets Under Management
$3.7B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.

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

1829 New Holland Road, Suite 2, Reading, PA, 19607

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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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Other Business Activities

Bryan is a 100% owner of Minner & Company PC, a CPA firm, working full-time since 2002. He also serves as Treasurer of the Kenhorst Condo Association, dedicating a few hours per week, and owns rental real estate, spending minimal time on it each month.

Employment History
Current Registrations
Ausdal Financial Partners, INC.Broker
September 2009 - Present · 17 yrs 1 mo
Ausdal Financial Partners, INC.
September 2009 - Present · 17 yrs 1 mo
Previous Registrations
Waterstone Financial Group, INC.
July 2004 - September 2009 · 5 yrs 2 mos
Waterstone Financial Group, INC.Broker
July 2004 - September 2009 · 5 yrs 2 mos
Hackett Associates, INC.Broker
August 2001 - July 2004 · 2 yrs 11 mos
State Registrations2 states
GAPA
AdvisorBrokerBoth

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.
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