Michael Brannock
Michael Brannock is a registered investment advisor at Bryant & Brannock, LLC., based in Durham, NC, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 128 clients with $63M 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 | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.95% |
Fees for amounts over $2,000,000 are negotiable. Household accounts may be aggregated for fee calculation purposes.
Fee Estimator
Location
5315 Highgate Drive, Suite 105, Durham, NC, 27713
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 ActivitiesSells Insurance
Michael is a partner at Bryant and Brannock, LLC, selling life insurance and long-term care insurance since 2016. He occasionally provides quotes as part of financial planning for his clients, dedicating minimal time to this activity.
Employment History
Current Registrations
Bryant & Brannock, LLC.
Previous Registrations
H. Beck, INC.Broker
First Allied Securities, INC.
First Allied Securities, INC.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations3 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
More Advisors
- William Bryant, CFPBryant & Brannock, LLC.
- Blake Gaulden, CFA, CFPOsaic Advisory Services, LLC
- Ryan Towner, CFPStrategic Advisers LLC
- James Zewe, ChFCState Farm Investment Management CORP.
- James Contino, CFPVALIC Financial Advisors, INC.
- Michael Pearl, CFPCapital Investment Advisory Services, LLC