Brynne Speizer is a CFP-designated registered investment advisor at Corvus Wealth Advisors LLC, based in San Luis Obispo, CA, with 5 years of industry experience. Brynne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 518 clients with $1.1B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Rates shown are for Financial Life Management. Investment management only services are charged at 0.80% for the first $1M, 0.50% for $1M-$3M, 0.40% for $3M-$5M, and 0.30% for amounts over $5M. Non-profit accounts and tactical cash management strategies use separate fee schedules.
Fee Estimator
Contact
Brynne Speizer
Location
1212 Marsh Street, Suite 2, San Luis Obispo, CA, 93401
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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.
Learn about disclosures →Employment History
Current Registrations
Corvus Wealth Advisors LLC
Previous Registrations
Ep Wealth Advisors
Wacker Wealth Partners, LLC
State Registrations1 state
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Exams
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