BB
BB

Bryan Baquer

27 Years of Experience
Washington, DC
Broker

Bryan Baquer is a registered investment advisor at Folger Nolan Fleming Douglas Incorporated, based in Washington, DC, with 27 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 471 clients with $860M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
21 advisors
Number of Clients
471 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$857.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.30%

The annual advisory fee is 0.30% on equity positions and 0.10% on fixed income positions (and no management fees on cash or cash equivalent positions, including U.S. Treasuries). Fees may be negotiable.

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

Location

725 15th Street N.W., 2nd Floor, Suite 200, Washington, DC, 20005-2109

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Folger Nolan Fleming Douglas Incorporated
April 2007 - Present · 19 yrs
Folger Nolan Fleming Douglas IncorporatedBroker
February 2006 - Present · 20 yrs 2 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
April 1999 - February 2006 · 6 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1999 - February 2006 · 6 yrs 11 mos
State Registrations28 states
AZCACOCTDCDEFLGAIAMAMDMIMSNCNENHNJNVNYOHORPASCSDTXVAWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.