Fulton Breakefield Broenniman (operating as FBB Capital Partners) is a registered investment advisor providing comprehensive wealth and risk management services. The firm designs customized investment portfolios tailored to each client's preferences, utilizing stocks, bonds, mutual funds, exchange-traded funds, options, and alternative investments such as private credit, private equity, real estate, and hedge funds. Fulton Breakefield Broenniman focuses on building diversified portfolios with a low-cost structure and disciplined approach. In addition to investment management, the firm offers comprehensive financial planning covering cash flow, savings, asset allocation, tax considerations, risk management, retirement income, estate planning, and business succession. Fulton Breakefield Broenniman serves individuals, families, family offices, foundations, endowments, charitable organizations, corporations, and small businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable. Accounts with $1,000,000 or less are subject to a minimum annual fee of $10,000, which may be waived or reduced.
