Brandon Financial Planning provides combined financial planning and investment advisory services. They work with individuals, high net worth individuals, pension and profit-sharing plans, and other business entities. Their services include creating a financial plan, ongoing consultation, and investment management. For business entities, they offer specialized financial planning services. Brandon Financial may recommend other professionals, such as attorneys, accountants, and insurance agents, but clients are not obligated to use them.
Assets Under Management$360M
Clients245
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$180M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Trust accounts add 1.00%. Fees are negotiable and may vary among clients. Annual fee shall not exceed 2% of the assets placed under its management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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