Bryce Brown is a registered investment advisor at Penserra Wealth Management, based in Petaluma, CA, with 10 years of industry experience. Bryce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 8 clients with $2.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees are negotiated between the client and their investment advisor representative, ranging from 0.20% to 2.00%.
Fee Estimator
Location
201 1st Street, Suite 204, Petaluma, CA, 94952
Get directionsHistory
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 →Other Business Activities
Bryce is a Commander in the California Army National Guard, dedicating about 10-20% of his time to personnel and equipment management, and engineering. He is also a Partner at BCo Venture Fund I GP, LLC and a rental property owner, spending minimal time on these activities.
Employment History
Current Registrations
Penserra Wealth Management
Perigon Wealth Management, LLC
Previous Registrations
Burleson & Company, LLC
State Registrations2 states
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
More Advisors
- Katelynn Wiley, CFPAbacus Wealth Partners
- Corey Hayashi, CFPEdward Jones
- James Mcbride, CFPThe Mcbride Group
- Christina Kramlich, CFPCantata Wealth Management, LLC
- Matthias Giezendanner, CFPSan Francisco Wealth Planning LLC
- Andrew Hempeck, CFPCreekside Partners