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CFP
BB
CFP

Bryan Buchert

Kera Capital Partners
12 Years of Experience
Sacramento, CA
Sells Insurance
View SEC Summary
View SEC Summary

Bryan Buchert is a CFP-designated registered investment advisor at Kera Capital Partners, based in Sacramento, CA, with 12 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 329 clients with $1.4B in assets under management.

Kera Capital Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
329 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual advisory fee is 1.25%, billed monthly based on the average daily balance. Fees are negotiable.

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

4101 J Street, Suite E, Sacramento, CA, 95819

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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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Other Business ActivitiesSells Insurance

Bryan is an insurance broker with Highland Capital Brokerage, selling insurance products for commission, dedicating minimal time. He is also a member of HBB Management LLC and managing member of BUCB20210826 LLC, both entities used for real property holdings and passive investments, respectively, each requiring minimal time.

Employment History
Current Registrations
Kera Capital Partners
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Citigroup Global Markets INC.
August 2017 - March 2021 · 3 yrs 7 mos
Citigroup Global Markets INC.Broker
August 2017 - March 2021 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2015 - September 2017 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2015 - September 2017 · 2 yrs 5 mos
MML Investors Services, LLC
June 2014 - April 2015 · 10 mos
MML Investors Services, LLCBroker
May 2014 - April 2015 · 11 mos
State Registrations2 states
CATX
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.
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