BB
BB

Bryan R Byrd

15 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
1,317 clients
Average Client Portfolio
$240K average
Assets Under Management
$316.3M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.65%
$250K - $500K1.55%
$500K - $1.0M1.50%
$1.0M - $2.0M1.40%
$2.0M - $5.0M1.35%
$5M+1.32%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

15 Halton Green Way, Greenville, SC, 29607

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History

Regulatory History (1)
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Criminal
October 2001
Final Disposition
Other 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.
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Cpr Investments INC
January 2016 - October 2024 · 8 yrs 9 mos
Hbw Advisory Services LLC
April 2011 - December 2015 · 4 yrs 8 mos
Wfg Advisors, LP
April 2010 - April 2011 · 1 yr
Wfg Investments, INC.Broker
April 2010 - April 2011 · 1 yr
Financial Network Investment CorporationBroker
February 2010 - April 2010 · 2 mos
State Registrations1 state
NM
Advisor
Exams
No exam information available for this advisor.