Bryant & Brannock offers various financial services, including creating investment plans, selecting investments, monitoring investment performance, and providing employee communication for retirement plans. They also offer financial planning, covering areas like budgeting, education, taxes, retirement, and investments. Additionally, they provide general consulting on estate planning, retirement planning, and portfolio reviews. Bryant & Brannock manages investment portfolios on a discretionary or non-discretionary basis, tailoring advice to client needs.
Assets Under Management$55M
Clients125
Advisors3
Avg. per Client$440K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.95% |
Fees are negotiable for accounts over $2,000,000. Accounts of members of the same household may be aggregated for fee purposes.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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