Bret Bryce
Bret Bryce is a registered investment advisor at Portside Wealth Group, LLC, based in South Jordan, UT, with 6 years of industry experience. Bret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 6,475 clients with $1.4B 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 | 2.00% |
Annual portfolio management fees range from 0% to 2.00% depending on asset size, complexity, and administration level. Fees are negotiable.
Fee Estimator
Location
South Jordan, UT
Get directionsHistory
Regulatory History (1)
Regulatory
August 2012Other Business ActivitiesSells Insurance
Bret is an attorney specializing in local estate planning since 2010. Since 2017, Bret has also been a fixed insurance agent, offering life and annuity products.
Employment History
Current Registrations
Portside Wealth Group, LLC
Previous Registrations
Townsquare Capital, LLC
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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