Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on assets under management or advisement. Financial planning, reporting, and/or consulting services may incur an additional fee, based on a percentage of assets or a flat or hourly rate. Minimum account values may apply for certain programs like Model Wealth Portfolios (lowest minimum $25,000).
Areas of Practice
Advisor Information
Office location
1150 White Oak Way, Suite 115, San Carlos, CA, 94070
Get directionsRegulatory 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
Bryce operates Red Tower Advisors as a DBA for his LPL business, dedicating full-time hours. He also provides administrative services through Strategic Wealth Advisors Group, LLC, an independent investment advisor firm, also dedicating full-time hours.