Dallas Jones
Dallas Jones is a registered investment advisor at Branson Fowlkes Russell INC, based in Houston, TX, with 36 years of industry experience. Dallas 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 2005Customer Dispute
August 2000Employment History
Current Registrations
Branson Fowlkes Russell INC
Branson Fowlkes & CO INC
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Sunamerica Securities, INC.Broker
Titan/value Equities Group, INC.Broker
Pw 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.