Bryan Hegarty
Bryan Hegarty is a registered investment advisor at Hegarty Investment Logic, LLC, based in Aztec, NM, with 46 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 108 clients with $27M 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 $2.0M | 2.00% |
| $2M+ | 2.00% |
Fees are negotiable for amounts over $2 million and for qualified plan type accounts including 529 college savings plans. Management fees and planning fees can be reduced or waived at the firm's sole discretion.
Fee Estimator
Location
209 East Blanco St, Suite A, Aztec, NM, 87410
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 →Other Business ActivitiesSells Insurance
Bryan is the president of Hegarty Investment Logic, LLC for tax purposes, spending minimal time on it. He also serves as Secretary and Board Member for the Aztec Museum, dedicating a few hours per week, and works as adjunct faculty at San Juan College, teaching investment and retirement planning, also spending minimal time.
Employment History
Current Registrations
Hegarty Investment Logic, LLC
Previous Registrations
Stephen A. Kohn & Associates, LTD.Broker
Sterne Agee Financial Services, INC.Broker
Hegarty Market Logic, LLC
Qa3 Financial CORP.Broker
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Securities America, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Private Ledger Financial Services, IncorporatedBroker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.