Beau Bryant
Beau Bryant is a CFP-designated registered investment advisor at Sound Financial Investment Management, LLC, based in Vandalia, OH, with 13 years of industry experience. Beau operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 2.50% |
| $4M+ | 2.10% |
Fees represent the maximum total fee including Sound Financial Investment Management's fee share (0.40% up to 1.40% for under $4M and 0.40% up to 1.00% for over $4M) plus third-party manager fees. Fees are negotiable.
Fee Estimator
Location
320 James E. Bohanan Drive, Vandalia, OH, 45377
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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
Sound Financial Investment Management, LLC
Previous Registrations
Resolute Wealth Advisor, INC.
Wealthcent Financial Planning
Resolute Wealth Advisor, INC.
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
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
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