Benjamin Broyles is a CFP-designated registered investment advisor at Broyles Advisory, LLC, based in Dallas, TX, with 16 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16 clients with $85M 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 - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee Estimator
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Broyles Advisory, LLC
Previous Registrations
Tolleson Private Wealth Management
State Registrations1 state
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