Bryan Courchesne
Bryan Courchesne is a registered investment advisor at Digital Asset Investment Management, based in Newport Beach, CA, with 15 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 229 clients with $76M 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 $100K | 2.50% |
| $100K - $1000K | 2.00% |
| $1M+ | 1.50% |
DAiM reserves the right to charge performance fees on accounts held by qualified clients. The performance-based management fee shall be 30% of the gain in the client’s account above 20% after each calendar quarter.
Fee Estimator
Location
120 Newport Center Drive, Newport Beach, CA, 92660
Get directionsHistory
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 is the Principal and Owner of Blue Water, a real estate development and construction company, dedicating minimal time. He also works as a consultant for Jarvis Construction, spending about a third of his time.
Employment History
Current Registrations
Digital Asset Investment Management
Previous Registrations
Bgc Financial, L.P.Broker
Sunrise Brokers LLCBroker
Myd Market, INCBroker
Fbn Securities, INC.Broker
Ppg West LLCBroker
Phoenix Derivatives Group, LLCBroker
Heights Partners, INC.Broker
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.