Frank A. Branson, Inc. has been in business for over 36 years and manages equity securities, exchange traded funds, U.S. government securities, and money market funds. They analyze companies based on their growth, profitability, and return on investment, purchasing securities with the intent of holding them for several years. The firm's strategy emphasizes buying undervalued securities and selling overvalued securities. Clients determine their risk tolerance through asset allocation.
Assets Under Management$260M
Clients16
Advisors1
Avg. per Client$16M
Avg. per Advisor$260M
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 | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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