Bryce Goldbach is a CFA-designated registered investment advisor at Asio Capital LLC, based in Lexington, KY, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 270 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asio Capital's annual fees for investment management are based on a percentage of the value of your portfolio, generally ranging from 0.50% to 1.15%. The specific fee is determined based on factors like the complexity of your situation, the amount you invest, and the type of portfolio. Fees are billed monthly, based on the month-end value of your account.
Location
220 Lexington Green Circle, Suite 420, Lexington, KY, 40503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Asio Capital LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
State Registrations1 state
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