Branson, Fowlkes & Company offers personalized investment advice and financial planning. This includes helping clients determine their financial goals, manage cash flow, plan for retirement and college, and address tax and estate planning issues. The firm uses a multi-level approach to investment diversification. Other professionals may be engaged directly by the client or subcontracted on an as-needed basis.
Assets Under Management$410M
Clients193
Advisors7
Avg. per Client$2.1M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
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% |
Fees for fixed income accounts are different: 0.30% on the first $5M, 0.25% on the next $5M, and 0.25% or as agreed thereafter. Some current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...