BK
BK
Brandi Kachouri
10 Years of Experience
Germantown, MD
1 DisclosureBroker
Brandi Kachouri is a registered investment advisor at Missionsquare Retirement, based in Germantown, MD, with 10 years of industry experience. Brandi is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 40,527 clients with $6.3B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
135 advisors
Number of Clients
40,527 clients
Average Client Portfolio
$156K average
Assets Under Management
$6.3B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $300K | 0.40% |
| $300K - $500K | 0.30% |
| $500K+ | 0.20% |
Fees may be waived or discounted by agreement between the firm and your plan sponsor. Legacy clients may pay lower fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Germantown, MD
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Regulatory History (1)
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Financial
April 2025Final
Employment History
Current Registrations
Missionsquare Retirement
November 2025 - Present · 11 mos
Missionsquare Wealth Management
October 2025 - Present · 1 yr
Missionsquare Wealth ManagementBroker
October 2025 - Present · 1 yr
Previous Registrations
Raymond James Financial Services Advisors, INC
May 2018 - November 2024 · 6 yrs 6 mos
Raymond James Financial Services, INC.Broker
May 2015 - November 2024 · 9 yrs 6 mos
State Registrations14 states
AZCODCIAMDNENMOKORTXUTVAWAWY
AdvisorBrokerBoth
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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