John Brant is a CFA-designated registered investment advisor at Branzan Investment Advisors, INC., based in Littleton, CO, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
4 clients
Average Client Portfolio
$26.0M average
Assets Under Management
$104.0M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Branzan Investment Advisors charges a fee based on the value of your portfolio. The maximum annual fee is 1.50%. There is a $5,000,000 minimum to open an account, but Branzan may waive this. The fee is calculated each quarter based on the value of your investments at the end of the previous quarter.

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Location

10288 W Chatfield Ave, Ste 300, Littleton, CO, 80127

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John is a manager/member of several LLCs, including LHB Ventures LLC, LHB Capital Partners LLC, Los Hermanos Brant S de RL de CV, 3B AG Partners LLC, 3B Cattle LLC, LHB Drilling LLC, John A. Getty LLC, LHB Niobrara, LLC, and LHB Mineral Management, LLC. These entities are primarily focused on investments in illiquid alternative assets and real estate in Mexico; LHB Ventures LLC takes a few hours per week, while the others require minimal time.

Employment History
Current Registrations
Branzan Investment Advisors, INC.
April 2007 - Present · 19 yrs
State Registrations1 state
CO
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.
John Brant - Financial Advisor | TrueAdvisor