BS
BS

Brandy Stanford

1 Year of Experience
Tupelo, MS

Brandy Stanford is a registered investment advisor at Hardy Reed, LLC, based in Tupelo, MS, with 1 years of industry experience. Brandy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 365 clients with $2.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
365 clients
Average Client Portfolio
$6.5M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Minimum Annual Fee:$10,000

Hardy Reed provides investment management services for individuals, charging a maximum of 1.5% annually. The fee can be a flat fee or tiered, as agreed upon in the client agreement. Fees are charged quarterly in advance based on the portfolio's market value at the end of the previous quarter. Hardy Reed may recommend a sub-adviser to manage a separate portfolio, and the client will pay a separate fee to the sub-adviser.

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Location

101 S. Front Street, Tupelo, MS, 38804

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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
Hardy Reed, LLC
April 2024 - Present · 2 yrs 1 mo
State Registrations1 state
MS
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.