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Michael Bryant

1 Year of Experience
National Harbor, MD

Michael Bryant is a registered investment advisor at First Perspective Capital LLC, based in National Harbor, MD, with 1 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 4 clients with $200K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$50K average
Assets Under Management
$200K

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.87%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees are generally negotiable.

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

120 Waterfront Street, Suite 420 #2301, National Harbor, MD, 20745

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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

Michael oversees datacenter operations for a publicly traded REIT. This activity is not investment-related.

Employment History
Current Registrations
First Perspective Capital LLC
March 2024 - Present · 2 yrs 2 mos
State Registrations2 states
MDTX
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.