Bryan Hogan is a registered investment advisor at Jt Stratford, LLC, based in Gainesville, GA, with 25 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,176 clients with $810M 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 $1000K | 1.35% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.74% |
| $50.0M - $100.0M | 0.68% |
| $100M+ | 0.68% |
Aggregate account balances are used for fee breakpoint calculations.
Fee Estimator
Location
311 Green Street, Suite 100, Gainesville, GA, 30501
Get directionsHistory
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 works as an Assistant VP at Stratford Group Inc. since 2000, selling life and health insurance, taking about half of his time.
Employment History
Current Registrations
Jt Stratford, LLC
Previous Registrations
Triad Advisors, INC.
J.T. Stratford Advisors, LLC
Triad Advisors LLCBroker
Triad Advisors, INC.
American General Securities Incorporated
American General Securities IncorporatedBroker
Washington Square Securities, INC.Broker
State Registrations1 state
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