CB
CB

Collin M Bryce

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
446 clients
Average Client Portfolio
$371K average
Assets Under Management
$165.6M

Fee Structure

Financial Planning:Included in AUM fee
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Location

4710 Village Plaze Loop, Suite 240, Eugene, OR, 97401

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Collin is an insurance agent selling life and health insurance products, dedicating about 10-20% of his time to this activity. He is also a managing member of Fly High, LLC, providing consulting and administrative services, and Bryce Family Holdings, LLC, a family LLC holding real estate for estate planning purposes.

Employment History
Current Registrations
Go Wealth Management
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Seros Financial, LLC
February 2021 - March 2024 · 3 yrs 1 mo
Newmark Capital Management, LLC
November 2013 - December 2020 · 7 yrs 1 mo
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Collin M Bryce - Financial Advisor | TrueAdvisor