Jeremy Bryant
Jeremy Bryant is a registered investment advisor at Brookwood Investment Group, based in China Grove, NC, with 14 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,160 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brookwood Investment Group's investment management fee is negotiable, up to 2.50% annually, depending on factors like the amount of assets managed, portfolio complexity, and client needs. Fees can be charged using a flat, linear, or tiered percentage structure. Fees are calculated as a percentage of assets under management and assessed quarterly, either in advance or in arrears, as agreed upon. Cash positions are included when calculating the fee.
Location
China Grove, NC
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Regulatory History (1)
Judgment / Lien
October 2010Other Business ActivitiesSells Insurance
Jeremy is the President and an insurance producer at Breese Financial Group, LLC, and a Managing Director at Redwood Tax Specialists selling life, health, and fixed insurance products, taking about 10-20% of his time at each. He also works as a sales representative for Legal Shield and EP Documents, online services, dedicating about 10-20% of his time and a few hours per week, respectively.
Employment History
Current Registrations
Brookwood Investment Group
Previous Registrations
Redwood Private Wealth
Prosperity Capital Advisors
Regal Investment Advisors LLC
Bright Owl Investment Advisors
Redhawk Wealth Advisors, 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.