Bryant Wealth Management offers financial planning focused on cash flow, net worth, funding projects, savings, and investment advice. They also manage investment portfolios, tailoring them to individual client needs. They may involve other professionals for tax, insurance, and estate planning. They work with individuals and small businesses.
Assets Under Management$3.3M
Clients10
Advisors1
Avg. per Client$330K
Avg. per Advisor$3.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $125K | 2.00% |
| $125K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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