Bryan Gravel
Bryan Gravel is a registered investment advisor at Flagship Harbor Advisors, LLC, based in Cumberland, RI, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,373 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flagship Harbor Advisors charges an annual fee based on a percentage of the market value of your investments. This fee generally ranges from 0.25% to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, and the complexity of your situation. Clients can choose to have fees deducted from their accounts or billed directly.
Location
154 Shirley Drive, Cumberland, RI, 02864
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2019Customer Dispute
July 2017Other Business ActivitiesSells Insurance
Bryan is an insurance agent selling disability, life, long-term care, and fixed annuity insurance products, dedicating a few hours per week to this activity. He also operates Flagship Harbor Advisors, LLC as a DBA for his LPL business and as a Registered Investment Advisor, spending about a quarter and about half of his time, respectively.
Employment History
Current Registrations
Flagship Harbor Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
LPL Financial CorporationBroker
PFS Investments INC.Broker
State Registrations5 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.