NP
CFP
NP
CFP

Natalie Briaud Pine

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
278 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$775.3M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees may be negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
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Contact

NP
Natalie Briaud Pine

Location

1611 Crescent Pointe Parkway, College Station, TX, 77845

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History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Briaud Financial Advisors
September 2010 - Present · 15 yrs 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Additional Information

As Managing Partner of Briaud Financial Advisors, Natalie is dedicated to helping her clients navigate their unique financial challenges and achieve their goals.  She works because she truly loves what she does, finding fulfillment in making a positive and lasting impact on the lives of those she serves.

NP
Contact
Natalie Briaud Pine
Natalie Briaud Pine - Financial Advisor | TrueAdvisor