Holly Brower is a registered investment advisor at 1836 Asset Management, LLC, based in Garland, TX, with 17 years of industry experience. Holly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 58 clients with $360M 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 | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable depending on the size and complexity of the client portfolio.
Fee Estimator
Location
245 Cedar Sage Dr., Suite 250, Garland, TX, 75040
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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 →Employment History
Current Registrations
1836 Asset Management, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Wells Fargo Investments, LLCBroker
Citigroup Global Markets INC.Broker
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.