Louise Bryant is a CFP-designated registered investment advisor at Financial Spyglass®, based in Rye, NY, with 10 years of industry experience. Louise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Gen X, High Net Worth, and 5 more. Their firm serves 5 clients with $9.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Spyglass helps clients select and monitor third-party money managers for portfolio management, but investment management is bundled together with comprehensive financial planning rather than offered separately. Clients pay a fixed annual fee ranging from $20,000 to $40,000, which can be paid monthly or quarterly. Please note that this fee covers both planning and investment advisory services, and it does not include the separate fees charged by the outside money managers.
Contact
Louise Bryant
Location
80 Theodore Fremd Ave, Rye, NY, 10580
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Spyglass®
Previous Registrations
Financial Spyglass®
Financial Advocates Investment Management
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.
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Additional Information
As a client ofFinancial Spyglass®, a selective, independent, fee-only comprehensive financial planning firm founded by Louise Bryant, CFP® MBA totransform futures with a proven approach, you will
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