TrueAdvisor
TrueAdvisor
BY
CFA · CFP
BY
CFA · CFP

Brent Young

Tolleson Private Wealth Management
13 Years of Experience
Dallas, TX
1 Disclosure
View SEC Summary
View SEC Summary

Brent Young is a CFA, CFP-designated registered investment advisor at Tolleson Private Wealth Management, based in Dallas, TX, with 13 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 224 clients with $9.3B in assets under management.

Tolleson Private Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
224 clients
Average Client Portfolio
$41.3M average
Assets Under Management
$9.3B

Fee Structure

Minimum Investment:$20M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Financial advisory fees range from 0.40% to 1.00% per year. Discretionary fixed income management is charged at 0.20% per year. Third-party separately managed accounts incur an additional 0.25% per year. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5500 Preston Road, Suite 250, Dallas, TX, 75205

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
December 2003
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brent owns a travel agent business, C&B Management Partners, that sells guided bike tours. He dedicates a few hours per week to this non-investment related activity.

Employment History
Current Registrations
Tolleson Private Wealth Management
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Frost Investment Services
July 2019 - September 2021 · 2 yrs 2 mos
Frost Brokerage Services, INC.Broker
July 2019 - September 2021 · 2 yrs 2 mos
TD Ameritrade Investment Management, LLC
January 2018 - July 2019 · 1 yr 6 mos
TD Ameritrade, INC.
January 2018 - January 2018 · 0 mos
TD Ameritrade, INC.Broker
November 2017 - January 2018 · 2 mos
TD Ameritrade, INC.Broker
February 2010 - October 2012 · 2 yrs 8 mos
Texas Securities, INC.Broker
November 2009 - February 2010 · 3 mos
Grand Financial, INC.Broker
August 2007 - January 2009 · 1 yr 5 mos
Kershner Trading Group, LLCBroker
August 2007 - August 2007 · 0 mos
State Registrations1 state
TX
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.
More Advisors
More financial advisors in Dallas, TX →All financial advisors in Texas →