Brett Fry is a CFA, CFP-designated registered investment advisor at Forteris Wealth Management, INC., based in Dallas, TX, with 7 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 185 clients with $220M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Annual advisory fee covers discretionary or non-discretionary portfolio management, financial planning, and consulting services. A minimum annual fee of $5,000 or minimum portfolio size of $500,000 typically applies.
Fee Estimator
Contact
Brett Fry
Location
16200 Dallas Parkway, Suite 115, Dallas, TX, 75248
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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 →Employment History
Current Registrations
Forteris Wealth Management, INC.
Previous Registrations
Kestra Advisory Services, LLC
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.
Exams
Additional Information
When Brett’s grandfather passed away 15 years ago, there were hundreds of people in attendance at his funeral; he was a very loved and respected man. Many people approached Brett and shared stories illustrating what a good man his grandfather was and how he had positively impacted them and the community. This experience taught him that what you do on a daily basis leaves a lasting impression on people. As a result of this, and other lessons, Brett made the commitment to be an influence for good in the lives of others, to put relationships first, to always be honest and transparent in all his dealings, and to give 150% to everything he does. It’s these principles that inspire and drive Brett in his career as a financial planner.
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