Brandon Cabaniss
Brandon Cabaniss is a CFP-designated registered investment advisor at Advisory Services Network, based in Greenville, SC, with 23 years of industry experience. Brandon 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, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
130 S Main St Ste 600, Greenville, SC, 29601
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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 ActivitiesSells Insurance
Brandon is a co-trustee for his sister's and mother's trusts, and trustee for a family trust. He is also an independent insurance agent since 2006, selling life insurance and annuity products, dedicating minimal time to this activity.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Calton & Associates, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Salomon Smith Barney INC.Broker
State Registrations1 state
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