Brandin Swain is a registered investment advisor at Hd Money, INC., based in Sarasota, FL. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 471 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HD Money uses sub-advisers to manage client investments. HD Money clients pay a maximum of 1% of their portfolio per quarter, billed in advance. The sub-adviser fees do not increase the client's advisory fee, as HD Money pays the sub-adviser from its fees.
Location
3322 Bee Ridge Road, Suite 200, Sarasota, FL, 34239
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hd Money, INC.
State Registrations1 state
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