O’Bryant & Associates offers financial planning services, including full financial plans and hourly consultations. For investment management, O’Bryant & Associates refers clients to third-party managers (TPMs) and monitors their performance. O’Bryant & Associates receives referral fees from the TPMs. Clients may impose restrictions on investments. O’Bryant & Associates also uses the AssetMark platform.
Assets Under Management$1.8M
ClientsN/A
Advisors1
Avg. per Client$350K
Avg. per Advisor$1.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.99% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
These fees are for clients referred to Efficient Advisors, LLC. Fees are negotiable. Accounts on the AssetMark Platform are assessed a total Account Fee, which includes O’Bryant & Associates’s fee, a platform fee (up to 0.20%), and an Investment Manager Fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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