Branson, Fowlkes/Russell, Inc. (BF/R) offers investment advice and asset management to high-net-worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and medium-sized businesses. BF/R helps clients determine financial objectives, identify financial problems, establish risk parameters, manage cash flow, and plan for taxes. BF/R uses this information to develop investment strategies, including asset allocation and security selection. BF/R uses a multi-level approach to investment diversification.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fee schedule is for Balanced & Equity Accounts. For Fixed Income (Bond) Accounts: 0.30% on the first $5,000,000; 0.25% on the next $5,000,000 (from $5,000,001 to $10,000,000); and 0.25% or as agreed thereafter. For Separate Account Hedge Fund Strategies: 2.00% on the first $5,000,000; 1.00% on the next $5,000,000 (from $5,000,001 to $10,000,000); and 0.50% thereafter, plus 20% of profits in excess of a 5% annual return.