BD
CFA
BD
CFA

Bryan Francis Durand

9 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
18 advisors
Number of Clients
303 clients
Average Client Portfolio
$68.7M average
Assets Under Management
$20.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6641 West Broad Street, Suite 600, Richmond, VA, 23230

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Thompson Siegel & Walmsley LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Nylife Distributors LLCBroker
June 2013 - September 2017 · 4 yrs 3 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Bryan Francis Durand - Financial Advisor | TrueAdvisor