CB
CB

Collin Bryce

12 Years of Experience
Gilbert, AZ
Sells Insurance

Collin Bryce is a registered investment advisor at Go Wealth Management, based in Gilbert, AZ, with 12 years of industry experience. Collin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 7 more. Their firm serves 519 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
519 clients
Average Client Portfolio
$402K average
Assets Under Management
$208.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, and fees are negotiable. Financial planning is included with investment management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1757 E Baseline Road, Suite 137, Gilbert, AZ, 85233

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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 · 2 yrs 5 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

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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