Bryan Lee is a registered investment advisor at Concentric, based in New York, NY, with 5 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Socially Responsible Investing. Their firm serves 5,371 clients with $14B 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 | 0.50% |
Fee schedule ranges from approximately 0.00% to 0.50% per annum for direct accounts and 0.05% to 0.50% for sub-advisory accounts. Fees are negotiable based on account size, scope, and complexity.
Fee Estimator
Location
850 3rd Ave, 19th Floor, New York, NY, 10022
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 →Employment History
Current Registrations
Concentric
Previous Registrations
Advisor Partners, LLC
Advisor Partners, LLC
State Registrations2 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.
Exams
More Advisors
- Dee-Ann Fox, CFPDee-Ann R. Fox, CFP
- Konstantin Fominykh, CFATenviz
- James Colavita, CFPGentrust
- Paul Bernardi, CFPCohen & Steers Capital Management INC.
- Peter Thomann, CFPBrave Eagle Wealth Management
- David Weigel, CFPWeigelfam