Bryan Gould is a registered investment advisor at Ultra Advisory Group, based in Irvine, CA, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 75 clients with $140M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30.0M - $40.0M | 0.35% |
| $40.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
Fees are negotiable based on household accounts, relationship size, and other factors.
Fee Estimator
Location
5 Park Plaza, Ste. 210, Irvine, CA, 92614
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 is a licensed insurance agent in California since 2007.
Employment History
Current Registrations
Ultra Advisory Group
Previous Registrations
Northwest Asset Management
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan StanleyBroker
Morgan Stanley
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 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.
Exams
More Advisors
- William Arechiga, CFAFirst Foundation Advisors
- Andrew Fuller, CFPCreative Planning
- Myron Mcdonald, ChFCEagle Strategies LLC
- James Meussner, CFPCreative Planning
- Jeremy Amposta, CFPSchwab Wealth Advisory, INC.
- Richard Lewis, CFAWhite Stork Asset Management LLC