Bryan Advisory Services is a registered investment advisor based in Canonsburg, Pennsylvania, established in 2010 and led by Richard G. Bryan. Bryan Advisory Services offers continuous portfolio management and retirement planning tailored to individual client goals, time horizons, and risk tolerance. Portfolios are typically constructed using Modern Portfolio Theory and may include individual stocks, bonds, mutual funds, exchange-traded funds, and variable annuities. The firm manages assets on a discretionary basis, meaning Bryan Advisory Services makes trades on behalf of clients without needing prior approval for each transaction. In addition to individual portfolio management, Bryan Advisory Services offers pension consulting and evaluations for employee benefit plans. The firm does not provide comprehensive financial planning, tax preparation, legal advice, or insurance planning, encouraging clients to seek separate professionals for those needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Duties not including asset allocation have a minimum annual rate of 0.30%. Pension consulting charged at an annual rate of 0.10%. Fees are negotiable.