What kind of services does Bryant Asset Management provide?
We are an independent, fee-based financial consulting and wealth management firm. In addition to financial consulting, we offer a wide variety of investment and insurance options to individuals, families and small business owners locally and nationally. We do not offer accounting or legal services, but we do work with a number trusted strategic partners to whom we can refer clients if their needs include those services.
Do you have a minimum net worth requirement for new clients?
No, but we generally specialize in clients with a net worth of $500,000 or more.
How do I find out if I want to work with your company?
We are always happy to schedule a no-cost, no-obligation meeting to discuss your needs, present our services and fee schedule, and give you a chance to meet us and find out if you feel comfortable with us and our firm.
How are you compensated for your services?
As an Investment Adviser Representative of Commonwealth Financial Network®, we charge a fee-for-service. We have a fee schedule for consulting and preparation of various types of financial plans, and we charge an asset management fee as a small percentage of assets under management. The management fee is dependent upon the amount of total assets managed and the types of investments you select. All fees are fully disclosed before you commit to any of our services, and all clients have the ability to terminate our fee-based relationship at any time without penalty.
What can you offer small business owners?
In addition to providing access to a wide range of personal investment and financial planning options to small business owners, we can provide a full package of employee benefits, including all types of retirement plans, life and long-term disability insurance, and group health, life, and disability. Through Bryant Asset Protection, we can also offer a full range of personal and business insurance such as property and casualty, liability, state-mandated disability, workers’ compensation, employer practices, and much more.
v. di•ver•si•fied, di•ver•si•fy•ing, di•ver•si•fies
v.tr. 1. a. To give variety to; vary: diversify a menu. b. To extend (business activities) into disparate fields.
2. To distribute (investments) among different companies or securities in order to limit losses in the event of a fall in a particular market or industry.
v.intr. To spread out activities or investments, especially in business.