Brandon Moore
Brandon Moore is a registered investment advisor at Gfn Capital Management, based in Richardson, TX, 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 Investment Management, Retirement Planning. Their firm serves 377 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GFN Capital Management charges a percentage of your account value annually for investment management. The fees are calculated monthly or quarterly, in advance. The fees may be negotiable.
- Equity Accounts:
- $100,000 - $999,999: 1.0% to 2.0%
- $1,000,000 - $4,999,999: 0.8%
- $5,000,000 - $10,000,000: 0.7%
- Over $10,000,000: Negotiable
- Fixed Income Accounts:
- $100,000 - $5,000,000: 0.5%
GFN Capital Management also charges a platform fee for some advisor-managed accounts, billed monthly at an annual fixed rate of 0.04%. No fee is charged for accounts under $10,000.
Location
300 N. Coit Road, Suite 1300, Richardson, TX, 75080
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brandon is involved in several business activities, including Glazer Financial Network, Glazer Capital Management, The Pension Specialists, Inc., MLW Financial, Inc., BAM Financial, Inc., QAZ Financial, LLC, Doctors Resource Service, and Fixed Insurance. He also works as a youth soccer referee and spends about half his time on Glazer Financial Network and about a quarter of his time on Glazer Capital Management.
Employment History
Current Registrations
Gfn Capital Management
Kovack Securities INC.Broker
State Registrations4 states
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.