Brandon Portell
Brandon Portell is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Wentzville, MO, with 1 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
1200 West Pearce Blvd, Wentzville, MO, 64119
Get directionsHistory
Regulatory History (3)
Financial
December 2020Financial
December 2020Financial
November 2020Other Business Activities
Brandon is the sole member and general partner/managing member of Portell Prestige Properties, LLC, a rental property holding company established in 2025. The entity currently has no assets or liabilities, but Brandon anticipates accumulating properties in the future, dedicating minimal time to this activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 states
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.