Bryan Garris
Bryan Garris is a CFP-designated registered investment advisor at Triagen Wealth Management LLC, based in Calabasas, CA, with 17 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 351 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual portfolio management fee will not exceed 1.5% and is negotiable.
Fee Estimator
Location
23801 Calabasas Road, Suite 1010, Calabasas, CA, 91302
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 registered representative with MS Howells & Co., dedicating a few hours per week. He is also an insurance agent selling life, disability, and long-term care insurance, also dedicating a few hours per week. Bryan is also a 50% owner of TriaGen Wealth Management LLC through G5 Endeavors, Inc.
Employment History
Current Registrations
M. S. Howells & CO.Broker
Triagen Wealth Management LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations9 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.