Bryson Guffey is a registered investment advisor at Awm Capital, LLC, based in Baton Rouge, LA, with 5 years of industry experience. Bryson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 436 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AWM Capital charges an annual fee based on a percentage of the assets they manage, up to 2.00% annually, with a $20,000 minimum annual fee. Fees are negotiable and may be a fixed fee instead of a percentage. Fees are billed quarterly in advance. Asset management fees charged by separate account managers are not included in AWM's advisory fee.
Location
7330 Highland Road, Suite A-3-B, Baton Rouge, LA, 70808
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bryson is a business consultant at Will McGuffey and Associates, LLC, though he doesn't plan to actively provide services in the near future. He also serves as an attorney at McGuffey Law Offices, LLC and an adjunct professor of law at LSU, dedicating minimal time to each.
Employment History
Current Registrations
Awm Capital, LLC
Previous Registrations
1 Union Management, LLC
State Registrations2 states
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