Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
93 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$110.3M
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Julianna Anderson Bray
Location
5470 Kietzke Lane, Suite 300, Reno, NV, 89511
Get directionsHistory
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
Gw Financial
June 2014 - Present · 11 yrs 8 mos
Previous Registrations
Brown Brothers Harriman & CO.
August 2009 - January 2010 · 5 mos
State Registrations3 states
CANVTX
Advisor
Exams
No exam information available for this advisor.
Contact
Julianna Anderson Bray