Janet Briaud is a CFP-designated registered investment advisor at Briaud Financial Advisors, based in College Station, TX, with 34 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 278 clients with $780M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
A minimum of $1,000,000 of assets under management is required for our services. This account size may be negotiable under certain circumstances. Discounts, not generally available to our advisory clients, may be offered to family members and friends of associated persons of our firm.
Fee Estimator
Contact
Janet Briaud
Location
1611 Crescent Pointe Parkway, College Station, TX, 77845
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2018Other Business Activities
Janet is a member of the Board of Directors for American Momentum Bank since 2013. She spends minimal time on this activity, reviewing financials, attending board meetings, and meeting with auditors.
Employment History
Current Registrations
Briaud Financial Advisors
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
Additional Information
Janet Briaud founded Briaud Financial Advisors in 1986 because she saw a need for a company that would treat clients the way she herself would want to be treated. At the time, many thought a financial firm that didn’t take commissions for selling products would be doomed to failure. Today, the “fee-only” model is the fastest growing segment of the financial advisory profession.