William Bryant
William Bryant is a registered investment advisor at High Speed Alliance, based in Alys Beach, FL, with 9 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 5 more. Their firm serves 26 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HSA's wealth management fee covers both investment management and financial planning. The fee has two components: a fixed planning fee and an annual fee based on the value of your portfolio. For clients with less than $1,000,000, only the fixed planning fee is charged. The annual portfolio fee is 1% for all asset levels. The fixed planning fee varies depending on the client type (Freedom or Legacy) and the amount of assets under management. Fees are paid quarterly. HSA may recommend independent managers, which will result in additional fees, but the total blended fee will typically not exceed 2.00% annually.
Location
Alys Beach, FL
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Regulatory History (1)
Customer Dispute
April 2024Other Business ActivitiesSells Insurance
William is an insurance agent and general partner to special purpose vehicles through JAM Capital LLC. He also dedicates minimal time to a life settlement wealth fund, small business coaching, and administration of Tensaw Holdings, LLC.
Employment History
Current Registrations
High Speed Alliance
Previous Registrations
Tensaw Legacy Wealth
Northwestern Mutual Investment Services, LLCBroker
State Registrations11 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.