Bryan Ward
Bryan Ward is a CFP-designated registered investment advisor at Procore Advisors, LLC, based in Newport Beach, CA, with 15 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 231 clients with $140M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are generally negotiable. Quickvest automated advisory services have a maximum fee of 0.25% charged by a third-party money manager.
Fee Estimator
Location
23 Corporate Plaza Dr., Suite 150, Newport Beach, CA, 92660
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 property and casualty insurance agent with Wood Gutmann and Bogart Insurance Brokers. This activity is not investment-related.
Employment History
Current Registrations
Procore Advisors, LLC
Previous Registrations
Partnervest Advisory Services LLC
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Partnervest Advisory Services LLC
AXA Advisors, LLC
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.