Bryspen provides financial planning services through a "Financial Profile" report, offering a snapshot of a client's current and potential future financial state. This includes analysis of personal finances, taxes, investments, insurance, retirement, and estate planning. Bryspen also offers investment supervisory services, providing continuous advice on investing funds based on individual client needs. Additionally, Bryspen provides consulting services on specific financial topics.
Assets Under Management$290M
Clients84
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$290M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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