Trocon Reffell is a CFP-designated registered investment advisor at Branson Fowlkes Russell INC, based in Houston, TX, with 18 years of industry experience. Trocon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 1 clients with $1.4M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fee schedule is for Balanced & Equity Accounts. For Fixed Income (Bond) Accounts: 0.30% on the first $5,000,000; 0.25% on the next $5,000,000 (from $5,000,001 to $10,000,000); and 0.25% or as agreed thereafter. For Separate Account Hedge Fund Strategies: 2.00% on the first $5,000,000; 1.00% on the next $5,000,000 (from $5,000,001 to $10,000,000); and 0.50% thereafter, plus 20% of profits in excess of a 5% annual return.
Fee Estimator
Location
19 Briar Hollow Lane, Suite 130, Houston, TX, 77027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Trocon is an associate at Affordable Tax Services, spending about a third of his time on tax preparation since 2016. He is also a partner at Reffell & Toh Tax Services LLP, dedicating about 10-20% of his time to tax services, and an associate at Branson, Fowlkes/Russell, Inc. focusing on wealth management/financial planning nearly full-time.
Employment History
Current Registrations
Branson Fowlkes Russell INC
Branson Fowlkes & CO INC
Previous Registrations
Triad Advisors LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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