O’BRYANT & ASSOCIATES, INC.
O’BRYANT & ASSOCIATES, INC. is a well-established financial firm that has been providing expert financial advice for over 20 years. The company has a team of highly qualified and experienced advisors who have helped numerous clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Fosters a long-term relationship with clients based on trust and transparency
- Offers a comprehensive range of financial services to meet the diverse needs of clients
- Empowers clients to make informed financial decisions through education and guidance
Facts and Insights
O’BRYANT & ASSOCIATES, INC. has a track record of success when it comes to helping clients reach their financial goals. The firm’s advisors have a deep understanding of the financial markets and use their expertise to create customized strategies for each client. This approach has led to significant growth in the company’s assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
O’BRYANT & ASSOCIATES, INC. offers a comprehensive range of financial services to meet the unique needs of each client. These services include:
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- College funding
- Insurance solutions
Client Types
O’BRYANT & ASSOCIATES, INC. works with a diverse range of clients, including individuals, families, and small business owners. The firm has the expertise to cater to the financial needs of clients at different stages of life, from young professionals just starting to build their wealth to retirees looking to preserve and grow their assets.
Fees & Compensation
At O’BRYANT & ASSOCIATES, INC., the fee structure is transparent and based on the assets under management. The firm’s advisors do not receive commissions, ensuring that their advice is always in the best interest of the clients.
The fee schedule is as follows:
| Assets Under Management | Annual Fee |
|---|---|
| Less than $500,000 | 1% |
| $500,000 – $1 million | 0.75% |
| Over $1 million | 0.5% |
Background
O’BRYANT & ASSOCIATES, INC. was founded by John O’Bryant, a certified financial planner with over 30 years of experience in the industry. John’s vision was to create a firm that would provide comprehensive and personalized financial services to clients while maintaining the highest level of integrity and professionalism. The firm has grown significantly since its inception, but it remains committed to its core values and principles.
Financial Advisor Disclosures to Know
As a fiduciary, O’BRYANT & ASSOCIATES, INC. is committed to acting in the best interest of its clients at all times. The firm has a clean record with regulatory agencies and has not faced any disciplinary actions. Additionally, the firm’s advisors are all properly registered and have the necessary qualifications to provide financial advice.