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Brando Palazzo-Giorgio

Icon Wealth Partners
15 Years of Experience
Houston, TX
1 Disclosure
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Brando Palazzo-Giorgio is a registered investment advisor at Icon Wealth Partners, based in Houston, TX, with 15 years of industry experience. Brando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 629 clients with $2.6B in assets under management.

Icon Wealth Partners
Compensation
Fee-Only (% of Portfolio)
Firm Size
18 advisors
Number of Clients
629 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees range up to 1.75% annually and are negotiable based on asset size, complexity, and other factors. Additional fees apply for internal fixed income strategies (0.12% to 0.27%) and independent managers.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1980 Post Oak Boulevard, Suite 1300, Houston, TX, 77056

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History

Regulatory History (1)
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Criminal
August 2007
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brando is dually-registered with Icon Wealth Partners, LLC and Purshe Kaplan Sterling Investments, Inc. He spends about a quarter of his time as a registered investment advisor and the rest as a registered representative.

Employment History
Current Registrations
Icon Wealth Partners
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2018 - December 2025 · 7 yrs 3 mos
Icon Wealth Partners, LLC
August 2018 - August 2022 · 4 yrs
LPL Financial LLC
April 2012 - September 2018 · 6 yrs 5 mos
LPL Financial LLCBroker
February 2011 - September 2018 · 7 yrs 7 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
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