Bryant Group Advisors offers investment management services to individuals and small businesses, focusing on retirement planning using primarily index mutual funds. The firm gathers information about a client's expectations, risk tolerance, and other factors to determine an appropriate asset allocation. Clients complete a questionnaire to assist with this process. Bryant Group Advisors does not allow clients to impose restrictions on investments or submit a list of securities they wish to purchase.
Assets Under Management$3M
Clients40
Advisors1
Avg. per Client$75K
Avg. per Advisor$3M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$350
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20K | Included |
| $20K - $100K | 2.00% |
| $100K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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