Bryan Mcpherson
Bryan Mcpherson is a registered investment advisor at Round Table Investment Management, LLC, based in West Lebanon, NH, with 11 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $53M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for accounts over $10,000,000. Certain clients may be subject to a different schedule based upon prior working relationships.
Fee Estimator
Location
93 South Main St, Suite #202, West Lebanon, NH, 03784
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 Activities
Bryan is a sole proprietor providing accounting services to small businesses and their owners, dedicating a few hours per week to this activity, mostly during nights and weekends. This activity is not investment-related.
Employment History
Current Registrations
Round Table Investment Management, LLC
Previous Registrations
Peg Capital Management INC
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.