Firm Information
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 $250K | 0.85% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.75% |
Fee Estimator
Robo Portfolios have a 0.30% annual advisory fee for Market-Focused portfolios; Cash-Enhanced portfolios have no advisory fee. Personal Advice has a tiered fee structure (see table). Invest Simply portfolios have no advisory fee. The minimum initial deposit is $100 for Robo Portfolios, $10 for Invest Simply, and $100,000 for Personal Advice (household). Guided Advice has a 0.50% annual fee and a $25,000 minimum initial deposit.
Areas of Practice
Advisor Information
Office location
601 S. Tryon Street, Suite 100, Charlotte, NC, 28202
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 owns RE Asset Ventures, LLC and Southern Asset Holdings, LLC, both since March 2023, spending minimal time on each to handle financials and manage rental properties. Bryan is also a Sr. Supervisor-Invest Operations at Ally Invest Advisors, supporting both advisory and self-directed accounts, dedicating about 10-20% of his time.