Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Fries is a registered investment advisor representative with Wasatch Advisors LP. Brandon has been in the financial industry since 2001 and has been registered as an investment advisor representative in Utah since June 28, 2001. Brandon has a wide range of experience and expertise, and is committed to providing his clients with the highest quality financial advice and services. He is also registered in 51 states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Provide model portfolio data to clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
UT
06/28/2001 - Present
Wasatch Advisors LP (SALT LAKE CITY UT)
BC
Issued 06/05/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brandon Fries is the right advisor for you? Invested Better is here to help.
