| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
650 NE Holladay St, #1500, Portland, OR, 97232
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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 →Bryan serves on several investment advisory committees for various funds and companies, including Morrison Street Capital Funds, KCB Real Estate, Water Asset Management, Urban Development Partners, and Brooke Private Equity Associates. He dedicates minimal time to each committee, advocating for clients' best interests.