Bryan Advisory Services provides ongoing asset management services based on your individual needs. They work with you to determine your investment goals, time horizon, and risk tolerance. Bryan Advisory Services manages client funds on a discretionary basis, investing in equities, fixed income, mutual funds, and exchange-traded funds. They do not provide comprehensive financial planning, focusing on investment and retirement planning.
Assets Under Management$2.4M
Clients20
AdvisorsN/A
Avg. per Client$120K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Duties that do not include asset allocation and require limited investment advice will have a minimum annual rate of 0.30%. Consultant evaluations which include Pension Consulting will be charged at an annual rate of 0.10%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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