Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee schedule is a guideline and SFP reserves the right to negotiate fees, higher or lower, depending on unique circumstances.
Fee Estimator
The cost of financial planning is included in the wealth management fee. The annual wealth management fee is based on a percentage of your portfolio's value. For example, an account valued at $2,500,000 would pay an effective fee of 0.95% with an annual fee of $23,750. A minimum quarterly fee applies and is determined based on the complexity of each client’s circumstances. Fees may be negotiable depending on unique circumstances.
Areas of Practice
Advisor Information
Office location
6513 Preston Rd., Suite 100, Plano, TX, 75024
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Bryan Keith LeeRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bryan is a managing member of CH&W, LLC d/b/a Complete Health & Wellness, a chiropractic/wellness business, and spends minimal time reviewing and advising on its financial aspects. He is also a managing member of Brymor Development, LLC, a real estate holding company, and spends minimal time accepting rent payments, paying property taxes, and inspecting building condition.
Employment History
Current Registrations
Strategic Financial Planning, INC.
State Registrations1 state
Exams
Additional Information
Bryan is on the editorial review board of theJournal of Financial Planning, past president ofCITY House, anon-profit providing shelter and counseling to abused/neglected children, volunteer with thePrison Entrepreneurship Programas well as a Junior Achievement volunteer teacher. He has also served as President and then Chairman of the Board of Directors of the Dallas/Ft. Worth Chapter of the Financial Planning Association and taught continuing education courses at several local universities and colleges on personal finance.