BJ
BJ
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,869 clients
Average Client Portfolio
$538K average
Assets Under Management
$1.0B
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Guthrie, OK
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
April 2018Other Business ActivitiesSells Insurance
Brandon owns Integrative Risk Management, LLC, a general insurance business, dedicating a few hours per week. He is also a partner in Strengthening Oklahoma LLC, a consulting and marketing firm for college athletes, spending minimal time on this activity.
Employment History
Current Registrations
Lexaurum Advisors
June 2018 - Present · 7 yrs 9 mos
Previous Registrations
Summit Brokerage Services, INC.Broker
September 2016 - May 2018 · 1 yr 8 mos
Summit Financial Group INC
September 2016 - May 2018 · 1 yr 8 mos
Vsr Advisory Services
July 2006 - September 2016 · 10 yrs 2 mos
Vsr Financial Services, INC.Broker
July 2006 - September 2016 · 10 yrs 2 mos
Waddell & Reed, INC.
March 2005 - July 2006 · 1 yr 4 mos
Waddell & Reed, INC.Broker
January 2005 - July 2006 · 1 yr 6 mos
State Registrations2 states
OKTX
Advisor
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
No exam information available for this advisor.