BD
BD

Bryce Dooley

5 Years of Experience
Le Roy, IL

Bryce Dooley is a registered investment advisor at Bd Capital, based in Le Roy, IL, with 5 years of industry experience. Bryce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 62 clients with $6.6M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
62 clients
Average Client Portfolio
$107K average
Assets Under Management
$6.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Le Roy, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Bryce manages Dool's Delights, a vending machine business, handling inventory, customer relations, and ensuring machines are stocked. This takes about a quarter of Bryce's time.

Employment History
Current Registrations
Bd Mgmt LLC D.B.A "blue Jean Wealth Management"
April 2020 - Present · 6 yrs 1 mo
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.
Bryce Dooley - Financial Advisor | TrueAdvisor