Bryan Chandler is a CFP, PFS-designated registered investment advisor at Jmf Capstone Wealth Management, based in Tuscaloosa, AL, with 12 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 225 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Location
2200 Jack Warner Parkway, Ne, Suite 300, Tuscaloosa, AL, 35401
Get directionsHistory
Regulatory History
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 →Other Business Activities
Bryan is a CPA at JamisonMoneyFarmer PC, a public accounting firm, since 1978, dedicating nearly full-time hours to client work in audit, accounting, income and estate tax, and related planning. Bryan is also a member of Backwater Properties, LLC, an office building ownership company, spending minimal time on management oversight.
Employment History
Current Registrations
Jmf Capstone Wealth Management
Previous Registrations
Jmf Wealth Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.