Michael Todd Branham
MB
Michael Todd Branham
MB

Michael Branham

7 Years of Experience
BrokerSells Insurance

Michael Branham is a registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Contact

Michael Todd Branham
MB
Michael Branham

Location

2919 Allen Parkway, 9th FLOOR - RETIREMENT EDUCATION CENTER, Houston, TX, 77019

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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.

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Other Business ActivitiesSells Insurance

Michael works as an agent for AGIA, selling non-securities insurance products. This takes a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
July 2021 - Present · 4 yrs 9 mos
VALIC Financial Advisors, INC.Broker
May 2018 - Present · 7 yrs 11 mos
State Registrations44 states
AKALARAZCACODCDEFLGAHIIAIDILINKSKYLAMDMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCSDTXUTVAWAWIWY
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.
Michael Todd Branham
MB
Contact
Michael Branham