Advisor at Compound Family Offices, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Compound Family Offices, LLC
Location
Sarasota, FL 34237
Credentials
Series 65
Industry experience
14 years
Kristina Bryn is a financial advisor with Compound Family Offices, LLC, holding a Series 65 designation and 14 years of industry experience. She previously worked at Genspring Family Offices, LLC and its successor entities for a combined 11 years before joining Compound Family Offices in 2020. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities. The firm offers comprehensive financial, tax, estate, and trust planning services, delivering investment management through discretionary portfolio management with customized asset allocation and consolidated reporting.
Based on Compound Family Offices, LLC
$0 - $10,000,000: 1.00% $10,000,001 - $20,000,000: 0.85% $20,000,001 - $30,000,000: 0.70% $30,000,001 - $80,000,000: 0.50% $80,000,001+: 0.25%
Account minimum: $10,000,000 Fee-only: Annual asset-based fee charged on a blended tier schedule as detailed in fee_tiers.
2033 Main Street, Suite 202
Sarasota, FL 34237
Florida
Compound Family Offices, LLC
2020 - Present (6 years)
Genspring/SunTrust Bank (now Truist Bank)
2019 - 2020 (1 year)
Genspring Family Offices, Llc
2008 - 2018 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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