Bryan Lopez is a CFA-designated registered investment advisor at Wms Partners, LLC, based in Towson, MD, with 14 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 4 clients with $9.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WMS Partners manages four private funds and charges an annual management fee of 1.00% of the client's capital account. The fee is calculated quarterly and deducted from investor distributions. The WMS Real Estate Opportunity Fund, LLC has the potential to charge a performance fee of 10% of the Fund’s profits and losses after the Members receive an amount equal to their Capital Contributions and 10% Preferred Return.
Location
1 W Pennsylvania Avenue, Suite 800, Towson, MD, 21204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wms Partners, LLC
Hb Wealth
Previous Registrations
Wms Partners, LLC
Wms Partners, LLC
State Registrations1 state
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