Charles Brant is a CFA-designated registered investment advisor at Bz Wealth Advisors, LLC, based in Littleton, CO, with 15 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 34 clients with $26M 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 $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable at the sole discretion of the firm. Accounts invested in certain private alternative investments may incur a separate non-negotiable fee of 0.50% charged by Morton Capital Management, LLC.
Fee Estimator
Location
10288 W Chatfield Ave, Ste 300, Littleton, CO, 80127
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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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Charles is a manager/member of multiple LLCs, including LHB Ventures LLC, LHB Capital Partners LLC, Los Hermanos Brant S de RL de CV, 3B AG Partners LLC, 3B Cattle LLC, LHB Drilling LLC, John A. Getty LLC, LHB Niobrara, LLC, and LHB Mineral Management, LLC. These entities focus on investments in illiquid alternative assets and real estate in Mexico; Charles spends a few hours per week on LHB Ventures LLC and minimal time on the others.
Employment History
Current Registrations
Bz Wealth Advisors, LLC
Branzan Investment Advisors, INC.
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.
Exams
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