Bryan Jeffries is a registered investment advisor at Public Safety Financial/galloway, based in Mesa, AZ. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,880 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
PSF/Galloway Venture Portfolios and PSF/Galloway All Inclusive Portfolios: Fee is a standard 1.25% per year. PSF/Galloway ETF Active Portfolios: Fee is 0.75% per year. PSF/Galloway ETF Passive Portfolios: Fee is 0.35% to 0.75% per year. In rare circumstances, all fees may be negotiable. Certain affiliated persons of PSF/Galloway and family members and personal acquaintances of PSF/Galloway’s affiliated persons may receive advisory services at a discounted rate which is not available to advisory clients generally.
Fee Estimator
Location
1138 N Alma School Rd, Suite 201, Mesa, AZ, 85201
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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 →Employment History
Current Registrations
Public Safety Financial/galloway
State Registrations1 state
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