Brandon Fresard is a registered investment advisor at Advisor Resource Council, based in Clarksville, AR, with 17 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 11,572 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Resource Council offers investment management services with fees based on a percentage of your portfolio. There are two fee schedules:
Wrap Fee Program:
- A flat 2.50% annual fee is charged on all assets under management.
Traditional Asset Management:
- A flat 2.25% annual fee is charged on all assets under management.
Fees are billed quarterly in advance. The firm also offers actively managed investment strategies, including AIQ Asset Allocation Models, AIQ SMA and UMA Strategies, and ARC Innovative Solutions, which are only available in the Wrap Fee Program.
Location
Clarksville, AR
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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.
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Brandon operates Foundation Wealth Partners as a DBA for his LPL business, dedicating nearly all his time to it. He also provides investment advisory services through Advisor Resource Council, spending about three-quarters of his time on this activity.
Employment History
Current Registrations
Advisor Resource Council
Previous Registrations
LPL Financial LLCBroker
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
TD Ameritrade, INC.Broker
State Registrations1 state
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.