Branzan Investment Advisors manages investment portfolios on a discretionary basis for separately managed accounts, charitable foundations, and private funds. Branzan's services focus on portfolio management using mutual funds, exchange-traded funds, exchange-traded notes, individual stocks and bonds, treasury securities, real estate investment trusts, and private notes. Branzan also acts as a general partner to several private funds offering exposure to alternative investments and energy income strategies. Branzan tailors its investment management strategies based on each client's specific financial goals, risk tolerance, and time horizon.
Assets Under Management$110M
Clients3
Advisors5
Avg. per Client$38M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees are negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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