Bryan Myers is a registered investment advisor at Brookwood Investment Group, based in Manchester, MD, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,160 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brookwood Investment Group's investment management fee is negotiable, up to 2.50% annually, depending on factors like the amount of assets managed, portfolio complexity, and client needs. Fees can be charged using a flat, linear, or tiered percentage structure. Fees are calculated as a percentage of assets under management and assessed quarterly, either in advance or in arrears, as agreed upon. Cash positions are included when calculating the fee.
Location
Manchester, MD
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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 ActivitiesSells Insurance
Bryan is the President and an insurance producer at Strategic Asset Management since 2015, dedicating about 10-20% of his time. He is also the Managing Director of Redwood Tax Specialists, an insurance agency, since 2020, spending about 10-20% of his time there as well.
Employment History
Current Registrations
Brookwood Investment Group
Previous Registrations
Redwood Private Wealth
Sera Capital Management, LLC
H. Beck, INC.
H. Beck, INC.Broker
Chapin Davis Asset Management
Chapin, DavisBroker
Purshe Kaplan Sterling InvestmentsBroker
Strategic Asset Management, LTD.
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Aig Equity Sales CORP.Broker
Guardian Investor Services CorporationBroker
Calvert Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance 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.