Jessica Bryan is a registered investment advisor at Vim Wealth Management, LLC, based in Coral Gables, FL. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 107 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VIM Wealth Management's fees for managing your investments are calculated as a percentage of the account balance. The exact percentage is negotiated with each client, but it will not exceed 1.75% annually. Fees are charged monthly, based on the account balance at the end of the month.
Location
2332 Galiano St., 2nd Floor, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vim Wealth Management, LLC
State Registrations1 state
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