Bryan Azzo is a registered investment advisor at Fai Advisors, INC., based in Farmington Hills, MI, with 4 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 521 clients with $300M 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 | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees may be negotiable based on client circumstances.
Fee Estimator
Location
27500 Drake Rd., Suite 110, Farmington Hills, MI, 48331
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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 →Other Business Activities
Bryan is an associate at FinancePros, LLC and FinancePros Lending, LLC, both mortgage financial services companies, since January 2024. He dedicates a few hours per week to each business, overseeing all operations.
Employment History
Current Registrations
Fai Advisors, INC.
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
The Huntington Investment CompanyBroker
State Registrations1 state
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