Bryce Sistrunk-Lewis is a CFA-designated registered investment advisor at Edgemoor Investment Advisors, INC., based in Bethesda, MD. 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. Their firm serves 321 clients with $1.5B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees and account minimums may be negotiated under certain circumstances.
Fee Estimator
Location
7250 Woodmont Avenue, Suite 315, Bethesda, MD, 20814
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 →Employment History
Current Registrations
Edgemoor Investment Advisors, INC.
State Registrations1 state
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
- Gay Truscott, CFPEdgemoor Investment Advisors, INC.
- Steven Larosa, CFAEdgemoor Investment Advisors, INC.
- Paul Meehan, CFAEdgemoor Investment Advisors, INC.
- Morgan Sarraf, CFPHightower Advisors, LLC
- Jeffrey Schweighoffer, CFPUBS Financial Services INC.
- Thomas Steeley, CFPSteeley Advisory, LLC