Austin Brockenbrough is a registered investment advisor at Brockenbrough, based in Richmond, VA, with 47 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 568 clients with $5.5B 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 $3.0M | 0.90% |
| $3.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $75.0M | 0.30% |
| $75M+ | 0.20% |
Fees are negotiable. Firm also offers Outsourced Chief Investment Officer services with a separate fee schedule starting at 0.50% for the first $50 million.
Fee Estimator
Location
920 Libbie Ave., Suite 201, Richmond, VA, 23226-2050
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Austin is a director and controlling owner of Bryan Brothers, Inc. (tax and family accounting office) since 1985, a director of Markel Food Group (food equipment manufacturer) since 2000, chairman of the board for Green Top Sporting Goods (sporting goods retailer) since 1985, a partner in Truth Reels, LLC (fishing reel manufacturer) since 2011, and a trustee for the Virginia S. Reynolds Foundation since 2014. These activities require minimal time for Bryan Brothers and Markel Food Group, about a quarter of Austin's time for Green Top Sporting Goods, about 10-20% of his time for Truth Reels, and about 10-20% of his time for the Virginia S. Reynolds Foundation.
Employment History
Current Registrations
Brockenbrough
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.
Exams
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