Bryan Looper is a registered investment advisor at Stewardright, based in Pagosa Springs, CO, with 6 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 354 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable and may vary from the firm’s published fee schedule.
Fee Estimator
Location
2800 Cornerstone Dr. B-1 U-2, Pagosa Springs, CO, 81147
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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.
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Bryan owns Bronco Energy, LLC, a real estate business in Pagosa Springs, CO, since 2016. This activity requires a few hours per week, generally outside of regular business hours.
Employment History
Current Registrations
Stewardright
State Registrations3 states
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