BA
BA

Brianna Armstrong

2 Years of Experience
Broker

Brianna Armstrong is a registered investment advisor at Realized Financal, INC., based in Austin, TX, with 2 years of industry experience. Brianna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 1 clients.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$300K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.95%
$1.0M - $2.5M0.90%
$2.5M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10.0M - $15.0M0.60%
$15.0M - $20.0M0.50%
$20M+0.40%

Fees and account minimums are negotiable.

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

500 W. 13th Street, Austin, TX, 78701

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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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Employment History
Current Registrations
Realized Financal, INC.
July 2024 - Present · 1 yr 9 mos
Realized Financial, INC.Broker
October 2023 - Present · 2 yrs 6 mos
Realized Financial, INC.
October 2023 - Present · 2 yrs 6 mos
State Registrations20 states
AKCACOCTFLHIKSLAMDMONCNHNJNYOHORPASDTXWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.