Bryce Pease
Bryce Pease is a CFP, ChFC-designated registered investment advisor at Capstone Pacific Investment Strategies, based in Fort Collins, CO, with 26 years of industry experience. Bryce 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 303 clients with $47M 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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be negotiable. Family accounts living in the same household may be combined to reach lower fee tiers.
Fee Estimator
Location
Fort Collins, CO
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2006Customer Dispute
September 2003Customer Dispute
November 2001Other Business ActivitiesSells Insurance
Bryce receives trail commissions from various insurance companies for non-securities related business. This requires minimal time.
Employment History
Current Registrations
Capstone Pacific Investment Strategies
Previous Registrations
American Portfolios Advisors, INC
Centaurus Financial, INC.
State Registrations7 states
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
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