Bryant Financial Advisory offers an assortment of services to meet your financial needs and goals. We will work with you to achieve your financial independence and prepare for the future.
- Asset Protection and Risk Management
- Cash Flow Management
- Client Education
- Financial Goal Setting
- Risk Analysis and Insurance Planning
- Investment Planning and Management
- Tax Planning
- Retirement Planning and Employee Benefits
- Estate Planning
- Additional Services
Fee Schedule
Assets under management
- On first $1,000,000, fee of 1%
- On next $1,000,000, fee of .60%
- On amounts over $2,000,000, fee of .50%
- On amounts over $5,000,000, fee of .35%
Minimum annual retainer for wealth management services – $5,000
Financial planning services– Determined in advance based on scope