BC
BC

Bryce Chandler

3 Years of Experience
San Antonio, TX

Bryce Chandler is a registered investment advisor at Bentwood Investment Advisory, based in San Antonio, TX, with 3 years of industry experience. Bryce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 17 clients with $42M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
17 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$42.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2M+0.80%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

San Antonio, TX

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Bryce is the owner and dentist of Chandler Dental Center, dedicating approximately 30 hours a week to this role. He also owns Bryce Chandler, DDS, PLLC, Bentwood Equity Fund I, LP, Bentwood Equity Management, LLC, Bentwood Equity Fund I GP, LLC, and is a board member for San Antonio Academy of General Dentistry, spending minimal time on each of these activities.

Employment History
Current Registrations
Bentwood Investment Advisory
November 2022 - Present · 3 yrs 6 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.