Bryce Carey
Bryce Carey is a CFP-designated registered investment advisor at Northlanding Financial Partners, LLC, based in Rochester, NY, with 16 years of industry experience. Bryce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 167 clients with $130M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable for accounts over $10,000,000. This is the fee schedule for Select Advisor Access. Investment Only fee schedule: - $0 to $1,000,000: 0.50% of assets - $1,000,001 to $2,000,000: 0.40% of assets - $2,000,001 to $5,000,000: 0.30% of assets - $5,000,001 to $10,000,000: 0.25% of assets - >$10,000,000: Negotiable
Fee Estimator
Location
90 Linden Oaks, Suite 220, Rochester, NY, 14625
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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
Bryce is the COO and IAR of Northlanding Financial Partners, LLC, a registered investment advisor, dedicating full-time hours to this role. He is also an independent insurance agent selling fixed annuities, spending minimal time on this activity, and the owner of BPCB Wealth Planning Corp, spending no time on it.
Employment History
Current Registrations
Northlanding Financial Partners, LLC
Previous Registrations
Northlanding Financial Partners, LLC
Northlanding Financial Partners, LLC
Mutual Securities, INC.Broker
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
Ensemble Financial Services, INC.Broker
State Registrations1 state
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.