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Christina Bryner

8 Years of Experience
Youngwood, PA

Christina Bryner is a registered investment advisor at Advice & Planning Services LLC, based in Youngwood, PA, with 8 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 319 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
319 clients
Average Client Portfolio
$587K average
Assets Under Management
$187.1M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.05%
$250K - $500K0.95%
$500K - $1.0M0.85%
$1.0M - $2.0M0.75%
$2M+0.65%

Account minimum of $100,000 for Portfolio Management, which may be waived.

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

10 North 4th Street, Suite 100, Youngwood, PA, 15697

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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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Employment History
Current Registrations
Advice & Planning Services LLC
September 2017 - Present · 8 yrs 8 mos
State Registrations1 state
PA
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.
Christina Bryner - Financial Advisor | TrueAdvisor