Erik Bryan is a registered investment advisor at Oxenfree Financial, based in Melbourne, FL. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 950 clients with $250M 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 $500K | 1.40% |
| $500K - $1.0M | 1.15% |
| $1M+ | 0.90% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
1900 S. Harbor City Blvd., Ste. 111, Melbourne, FL, 32901-4725
Get directionsHistory
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
Erik is the owner-operator of Bevard String Academy LLC, a music education business, since 2020. He dedicates about a quarter of his time to this venture, with some hours during trading hours.
Employment History
Current Registrations
Oxenfree Financial
State Registrations1 state
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