Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
PL Wealth Advisors charges fixed and/or hourly fees for consulting services. Fixed fees generally range from $2,000 to $5,000, depending on the services. The hourly fee is $150. They may receive a portion of the management fee charged by third-party managers, ranging from 0.50% to 1.50% annually.
Areas of Practice
Advisor Information
Office location
Downingtown, PA
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
Bryan is involved with Revisionist Wealth Advisors, LLC providing financial advisory services and BMAC Financial Corporation providing marketing services, dedicating about half his time to the latter. Bryan is also the sole owner of WRPS Properties, L.L.C., a real estate holding company, spending minimal time on it.