Bryant Carpenter is a CFP-designated registered investment advisor at Sagespring Wealth Partners, based in Winter Park, FL, with 13 years of industry experience. Bryant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 10,811 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageSpring's investment management fees are based on a percentage of the assets they manage, with the maximum annual fee not exceeding 2.25%. These fees are negotiable and billed quarterly in advance. Adjustments are made for deposits and withdrawals exceeding $100,000 during the quarter. SageSpring can combine account values of family members to determine the applicable advisory fee.
Location
865 Balch Avenue, Winter Park, FL, 32789
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sagespring Wealth Partners
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Cnl Securities CORP.Broker
Cnl Securities CORP.Broker
State Registrations2 states
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