Bryan Abbott is a registered investment advisor at S.B. Value Partners, L.P., based in San Antonio, TX, with 30 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 63 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SB Value Partners manages investments through several partnerships and separately managed accounts. They do not charge a management fee but instead receive a percentage of the net profits.
For Institutional Asset Management, SB Value offers a fixed fee for advisory services, generally between $25,000 and $100,000 annually, payable monthly or quarterly. Clients are also responsible for custody, commissions, and other transaction charges.
Location
1903 San Pedro Avenue, San Antonio, TX, 78212
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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.
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Bryan works as a soccer referee since 2013, dedicating about 10-20% of his time to this activity. This work is compensated and occurs outside of trading hours.
Employment History
Current Registrations
S.B. Value Partners, L.P.
Previous Registrations
Driver Management Company LLC
Investment Professionals, INC.
Broadway Brokerage Services, INC.Broker
Investment Professionals, INC.Broker
Financial Network Investment CorporationBroker
Swbc Investment CompanyBroker
State Registrations1 state
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.