BM
BM

Bryan Anthony Miranda

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
11,030 clients
Average Client Portfolio
$289K average
Assets Under Management
$3.2B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K+1.00%

Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.

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

2437 Main Street, Santa Monica, CA, 90405

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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.

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Other Business ActivitiesSells Insurance

Bryan has an ownership stake in Gerber Kawasaki Insurance Services and dedicates about 10% of his time to selling non-variable insurance/annuities. He also refers clients to Gerber Kawasaki Tax Services and acts as a liaison between the client and CPA, spending a few hours per week on this activity.

Employment History
Current Registrations
Gerber Kawasaki Wealth & Investment Management
January 2013 - Present · 13 yrs 1 mo
Previous Registrations
LPL Financial LLC
January 2013 - February 2016 · 3 yrs 1 mo
LPL Financial LLCBroker
October 2012 - July 2021 · 8 yrs 9 mos
Sagepoint Financial, INC.Broker
August 2008 - October 2012 · 4 yrs 2 mos
State Registrations3 states
CALATX
Advisor
Exams
No exam information available for this advisor.