Bryan Llewellyn is a registered investment advisor at Llewellyn Financial LLC, based in Charlotte, NC, 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 Financial Planning & Coaching, Investment Management. Their firm serves 8 clients with $240K 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 | 1.00% |
Fees are not negotiable.
Fee Estimator
Location
Charlotte, NC
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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 works as a Key Account Representative for Cargill Inc., managing regional key account relationships. This is a full-time position, taking about half of Bryan's securities trading hours.
Employment History
Current Registrations
Llewellyn Financial LLC
State Registrations2 states
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