Jay Branson
Jay Branson is a CFP-designated registered investment advisor at Branson Fowlkes Russell INC, based in Houston, TX, with 38 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 1 clients with $1.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fee schedule is for Balanced & Equity Accounts. For Fixed Income (Bond) Accounts: 0.30% on the first $5,000,000; 0.25% on the next $5,000,000 (from $5,000,001 to $10,000,000); and 0.25% or as agreed thereafter. For Separate Account Hedge Fund Strategies: 2.00% on the first $5,000,000; 1.00% on the next $5,000,000 (from $5,000,001 to $10,000,000); and 0.50% thereafter, plus 20% of profits in excess of a 5% annual return.
Fee Estimator
Location
19 Briar Hollow Lane, Suite 130, Houston, TX, 77027
Get directionsHistory
Regulatory History (2)
Regulatory
September 2005Criminal
January 1974Other Business ActivitiesSells Insurance
Jay is a principal and IAR with Branson, Fowlkes & Co,L Inc and Branson, Fowlkes/ Russell Inc, managing investment portfolios on a fee basis, taking up nearly full-time. Jay also has appointments with multiple life and annuity insurance carriers, periodically recommending traditional insurance products, dedicating about 10-20% of his time, and owns multiple rental properties, spending minimal time on each.
Employment History
Current Registrations
Branson Fowlkes & CO INC
Branson Fowlkes Russell INC
Previous Registrations
Triad Advisors LLCBroker
Aig Financial Advisors, INC.Broker
American General Securities IncorporatedBroker
Dominion Investor Services, INC.Broker
New England SecuritiesBroker
Cigna Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.