Bryce Wealth Management connects clients with third-party investment managers and offers financial planning and consulting services. They also hold educational seminars. Investment strategies are tailored to each client's goals, and clients can restrict investments in certain securities. Bryce Wealth Management receives referral fees from the third-party managers they recommend.
Fee Structure
Bryce Wealth Management does not directly manage your investments. Instead, they recommend third-party investment managers. If you use one of these managers, you'll pay them a fee based on the value of your investments. Bryce Wealth Management receives a portion of that fee as a referral fee.
The fees charged by the third-party managers vary. Here are some examples:
- Gradient Investments:
- Strategic Portfolios: 2.00% per year
- Tactical Portfolios: 1.80% per year
- Allocation & Defined Outcome Portfolios: 1.70% per year
- Preservation Portfolios: 1.00% per year
- Client Directed Accounts: $300 flat fee
- Hanlon Investment Management:
- Brokerage Accounts: 1.05% to 1.75% per year
- Variable Annuity Accounts: 1.20% to 2.20% per year
- Nationwide Group Retirement “Managed Assets for Participants” (MAP): 1.00% per year
- Howard Capital Management: 1.95% per year
Bryce Wealth Management's portion of the fee will not exceed 1.10% annually for Brokerage Accounts and Variable Annuity Accounts with Hanlon Investment Management. Bryce Wealth Management’s portion of the annual fee for the Nationwide Group Retirement “Managed Assets for Participants” (MAP) with Hanlon Investment Management will not exceed .20%.