Brazos Wealth Advisors offers wealth management services that include financial planning and investment management. Their financial planning focuses on cash flow, net worth, taxes, lifestyle protection, and legacy. They provide investment advice on stocks, bonds, mutual funds, ETFs, options, and annuities. Brazos also offers standalone financial planning and consulting services, as well as retirement planning for employee benefit plans.
Assets Under Management$130M
Clients151
Advisors2
Avg. per Client$870K
Avg. per Advisor$65M
Fee Structure
Planning is included in investment management (also available separately)
Brazos Wealth Advisors does not charge a percentage of your portfolio for investment management. Instead, they charge a fixed fee based on your household assets, income, and the level of service you need. The fee is determined on a client-by-client basis and is typically billed monthly or quarterly.
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