Bryan Investments offers non-continuous investment management services to individuals, high net worth individuals, pension and profit-sharing plans, and corporations. They develop a personal investment policy for each client based on their goals, objectives, time horizon, risk tolerance, and liquidity needs. Bryan Investments manages accounts on a non-discretionary basis, meaning they need client approval before executing trades.
Fee Structure
Bryan Investments charges a flat annual management fee per client, regardless of the number of investment accounts associated with their social security or tax identification number. The specific annual fee is determined on a client-by-client basis, considering factors like complexity, assets under management, and portfolio style. Clients can pay via check or directly from an investment account.