Sally Branson
Sally Branson is a registered investment advisor at Texas Family Wealth, LLC, based in Friendswood, TX, with 26 years of industry experience. Sally operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,072 clients with $260M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees for assets over $5,000,000 are negotiable at the sole discretion of the Advisor. Fees take into consideration aggregate assets under management across all accounts.
Fee Estimator
Location
161 W Shadowbend Avenue, Suite 101, Friendswood, TX, 77546
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Sally holds a political office/activity position with the City of Friendswood, dedicating a few hours per week. Sally is also a licensed insurance professional, spending about 10-20% of her time on this activity.
Employment History
Current Registrations
Texas Family Wealth, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
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.
Exams
More Advisors
- Harris Hanson, CFPTexas Family Wealth, LLC
- Aaron Daniel, CFPEdward Jones
- Antonio Flores, CFPStrategic Advisers LLC
- Lester Butler, ChFCLPL Financial LLC
- James Munchbach, CFP, ChFCBayrock Financial, L.L.C.
- John Westerman, CFPCommonwealth Financial Network