McBryar Advisory Services offers investment management services, potentially through a co-advisor arrangement with a third-party manager. McBryar Advisory Services also provides financial planning and consulting services, including reviews of financial status, cash flow analysis, insurance needs, and retirement planning. As a registered investment advisor, McBryar Advisory Services is legally required to act in the client's best interest.
Fee Structure
McBryar Advisory Services provides investment management services, potentially in conjunction with a third-party investment manager. The annual fee for investment management ranges from 0.25% to 1.2% of the value of your portfolio, depending on the third-party manager used and the scope of the engagement. Fees are typically paid quarterly or monthly, based on the portfolio's value. Fees may be negotiable.