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Bryan Vescio

13 Years of Experience
Sewickley, PA

Bryan Vescio is a registered investment advisor at Vam Group, LLC, based in Sewickley, PA, with 13 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 31 clients with $59M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
31 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$58.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $10.0M0.75%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2200 Georgetown Drive, Suite 301, Sewickley, PA, 15143

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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
Vam Group, LLC
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Vescio Asset Management, LLC
February 2021 - December 2021 · 10 mos
Bryan Advisory Services, LLC
April 2015 - January 2021 · 5 yrs 9 mos
Bryan Funding, INC.Broker
November 2011 - November 2019 · 8 yrs
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.