BC

Bryan Dennis Carpenter

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
85 advisors
Number of Clients
12,065 clients
Average Client Portfolio
$26.4M average
Assets Under Management
$318.0B

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only

Fees for the Allspring Funds are based on a percentage of the fund's average daily net assets. For managed accounts, fees are negotiated with the program sponsor and generally range from 0.07% to 0.75% of the client's assets. Dual contract accounts have an upper fee range of 0.75%. Managed account clients also pay underlying investment fees and other account-related costs. Minimum account sizes range from $50,000 to $500,000 depending on the strategy and platform.

Areas of Practice
Investment Management
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Advisor Information

Office location

101 Seaport Blvd, 11th Floor, Boston, MA, 02210

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Allspring Funds Management, LLC
August 2022 - Present · 3 yrs 5 mos
Allspring Funds Distributor, LLC
August 2022 - Present · 3 yrs 5 mos
Allspring Funds Distributor, LLCBroker
August 2022 - Present · 3 yrs 5 mos
Previous Registrations
Natixis Advisors, LLC
October 2014 - July 2022 · 7 yrs 9 mos
Natixis Distribution, LLCBroker
September 2014 - July 2022 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - January 2013 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 2009 - January 2013 · 3 yrs 3 mos
Banc of America Investment Services, INC.
June 2009 - October 2009 · 4 mos
Banc of America Investment Services, INC.Broker
November 2008 - October 2009 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bryan Dennis Carpenter - Financial Advisor | AdvisorDiscover