Bryan Byrd
Bryan Byrd is a registered investment advisor at Discipline Wealth Solutions, INC., based in Greenville, SC, with 16 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, High Net Worth, Investment Management, and 1 more. Their firm serves 1,946 clients with $750M 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 $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.35% |
| $5M+ | 1.32% |
The adviser receives 1.25% and DWS receives a range from 0.07% to 0.40%, depending on the amount of assets under management.
Fee Estimator
Location
15 Halton Green Way, Greenville, SC, 29607
Get directionsHistory
Regulatory History (1)
Criminal
October 2001Other Business ActivitiesSells Insurance
Bryan is an insurance agent selling various insurance products since 2009, dedicating about 10-20% of his time. He is also a self-employed photographer since 2012, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Discipline Wealth Solutions, INC.
Previous Registrations
Cpr Investments INC
Hbw Advisory Services LLC
Wfg Advisors, LP
Wfg Investments, INC.Broker
Financial Network Investment CorporationBroker
State Registrations1 state
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.