Richard Bryson

Premier Financial Advisory Services, LLC

11 Years of Experience

Suwanee, GA

1 Disclosure

Richard Bryson is a registered investment advisor at Premier Financial Advisory Services, LLC, based in Suwanee, GA, with 11 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 116 clients with $38M in assets under management.

Premier Financial Advisory Services, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

116 clients

Average Client Portfolio

$325K average

Assets Under Management

$37.8M

Fee Structure

Investment management only (planning not offered)

Minimum Annual Fee:$1,000

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $500K	1.00%
$500K - $1.5M	0.95%
$1.5M+	0.90%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

4045 Smithtown Road, Suite K, Suwanee, GA, 30024

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History

Regulatory History (1)

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Regulatory

September 2013

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Richard is a licensed attorney in Georgia and serves as attorney for his law firm, Bryson Law Firm, P.C. Richard also owns Triforium Inc., a property management company that manages rental real estate.

Employment History

Current Registrations

Premier Financial Advisory Services, LLC

October 2014 - Present · 11 yrs 7 mos

State Registrations1 state

Advisor

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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