Breland Booth is a registered investment advisor at Booth Financial, based in Birmingham, AL, with 12 years of industry experience. Breland 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, Investment Management, and 2 more. Their firm serves 40 clients with $32M 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 - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees are negotiable. At no point will the combined fee charged to the client exceed 2% of assets under management.
Fee Estimator
Location
Birmingham, AL
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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 Activities
Breland works as a business consultant for Valley Tax Partners, LLC, assisting with tax preparation and business consulting, primarily during tax season. This activity requires a few hours per week.
Employment History
Current Registrations
Booth Financial
Previous Registrations
Timberchase Financial, LLC
Investment Advisors
Proequities, INC.Broker
PFS Investments INC.Broker
Edward JonesBroker
Hancock Investment Services, INC.Broker
Edward JonesBroker
State Registrations2 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.