Bryon Powell
Bryon Powell is a registered investment advisor at New Millennium Group, based in Sandy, UT, with 6 years of industry experience. Bryon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 895 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum advisory fee is 1.50%. Fees are negotiable to 1.00% or lower for clients with over $2.5 million in assets, retirement plan clients, or family and employee accounts.
Fee Estimator
Location
10050 South State Street, Sandy, UT, 84070
Get directionsHistory
Regulatory History (1)
Criminal
May 2008Other Business ActivitiesSells Insurance
Bryon is an insurance agent offering life and health insurance products through various carriers. This activity is not investment-related and occupies about 10-20% of his time each month.
Employment History
Current Registrations
New Millennium Group
Previous Registrations
Fidelity Brokerage Services LLCBroker
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
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