| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000.00
6187 Carpinteria Avenue, Carpinteria, CA, 93013
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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 →Bryan is involved in several business activities, including investments and insurance sales through Financial Alternatives LLC, financial advisory and investments through PlanMember Securities Corporation, and insurance sales as a self-employed agent. He also manages financial records for DEBRTO, LLC and is a partner/owner of an office building through Northpoint Ventures.