Weston Bryan is a registered investment advisor at Accruent Wealth Advisors, based in Winston-Salem, NC, with 2 years of industry experience. Weston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 146 clients with $170M 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 | 0.75% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $6.0M | 0.45% |
| $6.0M - $10.0M | 0.35% |
| $10M+ | 0.20% |
Fee Estimator
Location
1399 Ashleybrook Lane, Suite 120, Winston-Salem, NC, 27103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Accruent Wealth Advisors
State Registrations1 state
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