Bryan Marciniak is a registered investment advisor at Ally Invest Advisors, based in Charlotte, NC, with 11 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 79,943 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.85% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.75% |
This fee schedule applies to the Personal Advice service. Market-Focused Robo Portfolios have a 0.30% annual fee. Cash-Enhanced Robo Portfolios and Invest Simply portfolios have no advisory fee. Guided Advice has a 0.50% annual fee.
Fee Estimator
Location
601 S. Tryon Street, Suite 100, Charlotte, NC, 28202
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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 →Other Business Activities
Bryan owns RE Asset Ventures, LLC and Southern Asset Holdings, LLC, both since March 2023, spending minimal time on each to handle financials and manage rental properties. Bryan is also a Sr. Supervisor-Invest Operations at Ally Invest Advisors, supporting both advisory and self-directed accounts, dedicating about 10-20% of his time.
Employment History
Current Registrations
Ally Invest Advisors
Ally Invest Securities LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
LPL Financial LLCBroker
Vanguard Marketing CorporationBroker
State Registrations52 states
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