BS
BS

Bryan Joseph Spratt

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningSocially Responsible InvestingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
2,083 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M0.75%
$2.0M - $4.0M0.60%
$4M+0.50%

In certain circumstances, the annual fee may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Sunbury, OH

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Bryan is the owner of SS Farms LLC, a family farm, and a sole member of Spratt Family Farms, LLC, dedicating minimal time to each. He is also a sole member of Hamilton Spratt Development, LLC, involved in real estate rentals, and a full-time portfolio manager at Miller Howard Investments.

Employment History
Current Registrations
Miller Howard Investments INC
September 2014 - Present · 11 yrs 5 mos
Previous Registrations
Foreside Fund Services, LLCBroker
January 2016 - December 2021 · 5 yrs 11 mos
Tangent Capital Partners, LLCBroker
July 2014 - December 2015 · 1 yr 5 mos
Funds Distributor, INC.Broker
May 2000 - November 2001 · 1 yr 6 mos
Lpm Investment Services, INCBroker
June 1995 - May 2000 · 4 yrs 11 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Bryan Joseph Spratt - Financial Advisor | TrueAdvisor