Bryan Lohr
Bryan Lohr is a registered investment advisor at Present Value Financial Services LLC, based in Purcellville, VA, with 7 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Present Value Financial Services offers investment management services through a retainer program. Instead of charging a percentage of your portfolio, you'll pay a fixed quarterly fee, which is determined annually. This fee ranges from $300 to $1,500 per quarter, depending on the complexity of your financial situation. The quarterly fee generally equates to 0.25% to 0.75% of the value of your portfolio. If the annual equivalent of the quarterly fee exceeds 1% of your portfolio's value, the fee for that quarter will be capped at 1% of your portfolio, divided by 4.
Location
Purcellville, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Present Value Financial Services LLC
State Registrations1 state
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