Bret Philip Bryce

Portside Wealth Group, LLC

6 Years of Experience

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Firm Information

Portside Wealth Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

48 advisors

Number of Clients

5,384 clients

Average Client Portfolio

$209K average

Assets Under Management

$1.1B

Fee Structure

Financial Plan Fee:$100 - $10,000

Hourly Rate:$150 - $350/hr

Portfolio management fees range from 0% to 2% annually, based on assets under management and service complexity. Fees are billed quarterly in advance. Financial planning is offered at an hourly rate of $150 to $350, or a project fee ranging from $100 to $10,000. General consulting services are also available at an annual flat rate. Pension consulting fees also range from 0% to 2%.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

3507 N University Ave, Suite 150, Provo, UT, 84604

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Regulatory History (1)

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Regulatory

August 2012

Final

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Other Business ActivitiesSells Insurance

Bret is an attorney specializing in local estate planning since 2010. Since 2017, Bret has also been a fixed insurance agent, offering life and annuity products.