J. B. Bryan Financial Group, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
J.B. Bryan Financial Group provides financial planning and consulting, along with investment management, to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, corporations, trusts, and small businesses. J.B. Bryan Financial Group does not have discretionary authority over any accounts.
Assets Under Management$17M
Clients23
Advisors1
Avg. per Client$740K
Avg. per Advisor$17M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees may be negotiable on a client-to-client basis depending on the size, complexity, and nature of the portfolio managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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