Bryant & Brannock, LLC provides personalized portfolio management, financial planning, general consulting, and pension consulting services. Founded in 2008 and based in Durham, North Carolina, the firm is owned by William H. Bryant, Jr. and Michael A. Brannock. For portfolio management, Bryant & Brannock offers both discretionary services, where the firm makes trades on your behalf, and non-discretionary services, where recommendations are made for your approval. The firm helps clients with investment policy statements, selection of mutual funds and exchange-traded funds, ongoing portfolio supervision, and rebalancing. Additionally, Bryant & Brannock creates detailed written financial plans addressing budgeting, taxes, education savings, estate planning, and retirement strategies. Consulting services are also available for isolated financial topics or administrative needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.95% |
Fees for amounts over $2,000,000 are negotiable. Household accounts may be aggregated for fee calculation purposes.