Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees vary up to 1.50% of assets under management, based on factors like asset size and complexity. Financial planning and consulting fees range from $2,000 to $250,000 on a fixed fee basis, or $75 to $500 per hour. The firm may receive referral fees or commission sharing arrangements from third-party insurance brokers.
Areas of Practice
Advisor Information
Office location
44 Abele Road, Suite 400, Bridgeville, PA, 15017
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 serves as a trustee for a limited number of clients' trusts since May 2024. This investment-related activity takes a few hours per week, with minimal time spent during trading hours.