Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual fees for discretionary accounts range from 0.5% to 3.00% of assets under management. Fees are normally billed in advance, based on the net asset value of a client’s account. Financial planning services are available for a flat fee or at an hourly rate, negotiated between you and your investment adviser representative. There is no stated minimum annual fee or minimum investment.
Areas of Practice
Advisor Information
Office location
Glendale, AZ
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 ActivitiesSells Insurance
Bryce is involved in several business activities, including life insurance sales and agency building with Capital Choice Financial Services, property and liability insurance as an Insurance Broker with Copper Mountain Insurance Solutions, and operating under the name Capital Choice Southwest for investing and insurance business. He also works as a delivery driver for DoorDash about half his time, and volunteers as a Social Media and Web Administrator for the Maricopa County Justice Museum.