Bryan Bastoni
Bryan Bastoni is a CFP-designated registered investment advisor at Pearson Financial Services, based in Venice, FL, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Annual asset allocation/portfolio monitoring fee is based on an aggregate value of all accounts within the established household. Fees are negotiable and exceptions to the general fee schedule may be made under certain circumstances.
Fee Estimator
Location
871 Venetia Bay Blvd., Suite 300A-4, Venice, FL, 34285
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
Bryan is a registered investment advisor with Pearson Financial Services, spending full-time hours on financial planning. He is also an insurance agent since 2020, but dedicates minimal time to this and refers clients to an insurance specialist.
Employment History
Current Registrations
Pearson Financial Services
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Commonwealth Financial NetworkBroker
State Registrations19 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.