Bryan Costin
Bryan Costin is a CFP-designated registered investment advisor at Journey Wealth Management, based in Cleveland, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 545 clients with $940M 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Fees are subject to negotiation.
Fee Estimator
Location
22901 Millcreek Blvd., Suite 225, Cleveland, OH, 44122
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 works as a staff accountant at Costin & Kendall, CPA, dedicating nearly full-time hours. He is also a Registered Investment Advisor Representative at Beacon Financial Advisory LLC, spending about a quarter of his time, and a Life Insurance and Annuities Sales Representative at Beacon Financial Partners, spending a few hours per week.
Employment History
Current Registrations
Journey Wealth Management
Previous Registrations
Journey Wealth Management
Beacon Financial Advisory LLC
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment Planning, LLC
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Sanders Morris Harris INC.
Sanders Morris Harris INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations1 state
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.