Russell Matthews is a registered investment advisor at Branzan Investment Advisors, INC., based in Denver, CO, with 8 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Branzan Investment Advisors charges a fee based on the value of your portfolio. The maximum annual fee is 1.50%. There is a $5,000,000 minimum to open an account, but Branzan may waive this. The fee is calculated each quarter based on the value of your investments at the end of the previous quarter.
Location
Denver, CO
Get directionsHistory
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
Russell is a principal at Caliper Advisory Group, a consulting firm, since 2018. He dedicates minimal time to providing strategic and other consulting services to businesses, including investment advisors.
Employment History
Current Registrations
Branzan Investment Advisors, INC.
Previous Registrations
Scb Global Capital Management, LLC
Bear, Stearns & CO. INC.
Fahnestock Asset Management
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.