Todd Brand is a registered investment advisor at Brand Asset Management Group, INC., based in Chesterfield, MO, with 28 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 355 clients with $1.2B 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 | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Subject to a minimum quarterly fee of $11,500 for the full Mosaic service offering, which can be reduced to $9,500 for advisory services and one Mosaic offering, or $7,500 for advisory services only. Brand Family Office has a separate schedule starting at 0.40%. Fees are negotiable.
Fee Estimator
Location
16090 Swingley Ridge Road, Suite 400, Chesterfield, MO, 63017
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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.
Learn about disclosures →Other Business Activities
Todd is an advisory board member for Missouri Baptist University School of Business since May 2022. He dedicates minimal time to board activities and discussions.
Employment History
Current Registrations
Brand Asset Management Group, INC.
State Registrations2 states
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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