James Bryan is a CFP, ChFC-designated registered investment advisor at Hyland Lake Partners, based in Edina, MN, with 13 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Gen X, High Net Worth, and 4 more. Their firm serves 78 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Contact
James Bryan
Location
7401 Metro Blvd, Suite 555, Edina, MN, 55439
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Regulatory 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
James is the owner of Bluestone Wealth Strategies, Inc., an S Corp used for payroll purposes. He spends minimal time on this activity, and it does not involve offering investment advisory services.
Employment History
Current Registrations
Hyland Lake Partners
Previous Registrations
Northwest Asset Management
Cahill Financial Advisors, INC.
Ameriprise Financial Services, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
James is the founder of Hyland Lake Partners and serves as the lead advisor of their comprehensive financial planning team. He is a board member of College Possible in Minnesota and volunteers as a classroom presenter on financial matters for Best Prep Minnesota. He also recently served three years of service on the CFP Board's 12-member Disciplinary & Ethics Commission.