Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.65% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2M+ | 0.75% |
Investment Advisor Financial Advisors may negotiate with client certain adjustments to our regular fee schedule.
Fee Estimator
Location
2405 Evergreen Park Drive SW Bldg A, Olympia, WA, 98502
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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 Activities
Bryan works full-time as a Financial Advisor/Portfolio Manager at Capstone Investment Group, LLC, managing portfolios and providing financial planning. He also coaches soccer, serves as a youth pastor, and leads at his church, dedicating about 10-20% of his time to each of these activities.
Employment History
Current Registrations
M. S. Howells & CO.Broker
Capstone Investment Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Private Client Services, LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
State Registrations4 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.