Bryan Sapp is a CFA-designated registered investment advisor at Exceed Advisory LLC, based in Oregon, WI, with 2 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 92 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Exceed Advisory's fees for managing separately managed accounts are negotiable, targeting between 0.25% and 1.25% annually. These fees are deducted directly from client accounts, first from available cash, and then by liquidating a portion of the portfolio if needed. In some cases, Exceed acts as a sub-advisor and is paid as determined by the primary advisor.
Location
Oregon, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Exceed Advisory LLC
Previous Registrations
Exceed Advisory LLC
Exceed Advisory LLC
Exceed Advisory LLC
State Registrations1 state
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