Brandon Glasscock
Brandon Glasscock is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Houston, TX, with 25 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,278 clients with $9.9B 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 | 2.00% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and may be negotiable.
Fee Estimator
Location
4900 Woodway Drive, Suite 1250, Houston, TX, 77056
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
Brandon is the owner of BEC Financial, an IAR for Concurrent Investment Advisors, and co-owner of Heights Wealth Management. He also sells fixed insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Capital One Investments, LLCBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Centaurus Financial, INC.Broker
Ameritas Investment CORP.Broker
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.