Bryan Weiss
Bryan Weiss is a registered investment advisor at Marian Investor Coaching, INC., based in Greenwood, IN, with 19 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are for co-advisor services. MIC also offers investment supervisory services for no-commission indexed annuities. The fee is 0.50% annually on the first $1 to $500,000, and negotiable over $500,000.
Fee Estimator
Location
698 Oldefield Commons Drive, Suite 1, Greenwood, IN, 46142
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 ActivitiesSells Insurance
Bryan owns Asset Preservation Alliance Inc., where he conducts his insurance agency activities, dedicating a few hours per week to day-to-day operations. He also co-owns Frank & Kraft Wealth Coaching, Inc., a registered investment adviser, spending about half his time on day-to-day operations and client servicing.
Employment History
Current Registrations
Marian Investor Coaching, INC.
Previous Registrations
Frank & Kraft Wealth Coaching, INC.
Marian Financial Partners LLC
Marian Financial Services INC.
Asset Preservation Alliance INC.
State Registrations4 states
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.