SB
SB

Sabrina Brown

5 Years of Experience
San Antonio, TX
Sells Insurance

Sabrina Brown is a registered investment advisor at Reliance Wealth Management, based in San Antonio, TX, with 5 years of industry experience. Sabrina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 302 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
302 clients
Average Client Portfolio
$444K average
Assets Under Management
$134.2M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.80%
$500K - $1.0M1.50%
$1.0M - $2.0M1.20%
$2.0M - $5.0M0.90%
$5M+0.60%

Fees may be negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6827 Camp Bullis Rd, Ste 402, San Antonio, TX, 78256

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Sabrina is the VP of Operations at Reliance Financial Partners, where she focuses on annuity and insurance sales, dedicating full-time hours to this role. She also owns B&S Performance and Tuning LLC, an automotive tuning business, spending about a quarter of her time on social media marketing, business operations, and human resources.

Employment History
Current Registrations
Reliance Wealth Management
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Coppell Advisory Solutions LLC
August 2021 - July 2025 · 3 yrs 11 mos
Visionary Wealth Management, LLC
April 2021 - August 2021 · 4 mos
Gibbs Wealth Management, LLC
May 2020 - May 2022 · 2 yrs
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.
Sabrina Brown - Financial Advisor | TrueAdvisor