Bryant Stone
Bryant Stone is a registered investment advisor at Stone Legacy Capital LLC, based in Raleigh, NC, with 5 years of industry experience. Bryant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 73 clients with $12M 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 | 1.75% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
The annual fee is negotiable. Altruist charges an additional annual fee of up to 0.87%.
Fee Estimator
Location
8341 Bandford Way, Ste. 007, Raleigh, NC, 27615
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
Bryant is the Chief Investment Officer at Top Rank Advisors LLC and an owner/insurance agent at Stone Legacy Insurance, LLC, spending about half his time on these activities. He also offers estate planning services as an associate at Legacy Lock and is a managing member of Top Rank Wealth Management, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Stone Legacy Capital LLC
Previous Registrations
Redhawk Wealth Advisors, INC.
Brokers Financial
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.