BS
BS

Bryan Sandvig

13 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
201,647 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$574.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Parametric charges a fee based on a percentage of the assets they manage. The specific fee schedule and minimum account size vary depending on the investment strategy, product type, account size, how customized the account is, and the level of service required. Certain strategies are available to individual investors through financial intermediaries, who negotiate the fee with Parametric. Fees may be higher if the account requires more customization or other client requests. Participants in wrap programs should consult the brochure provided by their wrap sponsor.

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Location

800 Fifth Avenue, Suite 2800, Seattle, WA, 98104

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Bryan is a partner at Sandvig Capital Holdings LLC since 2013, making opportunistic personal investments in structured private loans. This private investment takes minimal time outside of business hours.

Employment History
Current Registrations
Eaton Vance Distributors, INC.Broker
November 2017 - Present · 8 yrs 4 mos
Parametric Portfolio Associates
November 2017 - Present · 8 yrs 4 mos
Previous Registrations
New York Life Investment Management LLC
April 2014 - September 2016 · 2 yrs 5 mos
Nylife Distributors LLCBroker
March 2014 - September 2016 · 2 yrs 6 mos
First Trust Advisors LP
September 2011 - February 2014 · 2 yrs 5 mos
First Trust Portfolios L.P.Broker
April 2011 - February 2014 · 2 yrs 10 mos
State Registrations12 states
IAILINKYMIMNNEOHOKSDWAWI
AdvisorBroker

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
No exam information available for this advisor.
Bryan Sandvig - Financial Advisor | TrueAdvisor