Bryan Foronjy

Firm Start Year

• 2015

No. of Employees

• 2-4

Registered Representative

• Yes

Investment Advisor Representative

• Yes

Acknowledged fiduciary

• Yes

Compliance Disclosures in Last 5 years

• Have a clean record

Criminal Disclosures in Last 5 years

• Have a clean record

Certifications, Accreditations & Designations

• CFP^®

Securities Licenses

• Series 7, Series 10, Series 66

Insurance and Annuity Licenses

• Variable Annuity, Long Term Care, Variable Life, Life, Annuity

Firm's Number of Clients

• 150

Firm's Number of Planning Clients

• 150

Firm's Number of Managed Clients

• 150

Assets Managed by Firm

• 185000000

Advisor's Number of Clients

• 110

Advisor's Number of Managed Clients

• 110

Advisor's Number of Planning Clients

• 110

Assets Managed by Advisor

• $135000000

Fee Structure

• Fee-Based

Minimum Portfolio Size for New Managed Accounts

• $250000

Fee % Based on Assets

• 1.0

Additional Details on Charges

• Our fees are based on a schedule which is dependent on the amount of funds that we are managing for a client. For example if someone has between $500000 and $1000000 under management, we charge 1% annually. If someone has greater than $1000000 then we discount the fee by 1% of the 1% for every additional $100000 that we manage.