Bryant Boswell is a registered investment advisor at Aviso Wealth Management, based in Washington, DC, with 3 years of industry experience. Bryant 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, Tax Planning. Their firm serves 791 clients with $490M 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 | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.00% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Location
601 Pennsylvania Ave NW, Suite 900, Washington, DC, 20004
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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
Bryant works as a portfolio manager for Aviso Wealth Management, Aviso Financial Center, and Aviso Financial, LLC, dedicating full-time hours to each. He also dedicates a few hours per week as a lacrosse coach at Georgetown Preparatory School and minimal time referring clients to Aviso Tax Services, LLC.
Employment History
Current Registrations
Aviso Wealth Management
Osaic Wealth, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
First Allied Securities, INC.Broker
State Registrations4 states
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