Brinley Ledonne is a CFP-designated registered investment advisor at Portfolio Management, LLC, based in Austin, TX, with 7 years of industry experience. Brinley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 115 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee for customized portfolios is 1% annually. Standard fee for model portfolios is 0.75% annually. Fees are subject to negotiation.
Fee Estimator
Location
500 W. 2nd St., Suite 1900, Austin, TX, 78701
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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.
Learn about disclosures →Employment History
Current Registrations
Portfolio Management, LLC
State Registrations1 state
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