Roy Mcbryar is a registered investment advisor at Mcbryar Advisory Services, INC., based in Bay Minette, AL, with 16 years of industry experience. Roy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
McBryar Advisory Services provides investment management services, potentially in conjunction with a third-party investment manager. The annual fee for investment management ranges from 0.25% to 1.2% of the value of your portfolio, depending on the third-party manager used and the scope of the engagement. Fees are typically paid quarterly or monthly, based on the portfolio's value. Fees may be negotiable.
Location
326 Courthouse Square, Bay Minette, AL, 36507
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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.
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Roy is the owner of R. E. McBryar, PC Attorney at Law, established in 1998. He spends minimal time on this non-investment related activity as a licensed attorney and certified public accountant.
Employment History
Current Registrations
Mcbryar Advisory Services, INC.
State Registrations6 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.